Retirement plan

THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: THE WILLIAM C. EARHART COMPANY INC - THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: THE WILLIAM C. EARHART COMPANY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT SHARING PLAN, THE WILLIAM C. EARHART COMPANY INC

THE WILLIAM C. EARHART COMPANY INCEIN 93-0509592Plan #002PY 2023

PO BOX 4148 - PORTLAND, OR 972084148503-282-5581wcearhart.comLinkedIn51-200 employeesmanagement consulting

Other plans on this EIN

1 filing

#001Retirement-$2.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+15.4% from 2022

Total participants

-5.8% from 2022

Average account balance

$21,056

+6.6% from 2022

Annual return

14.89%

+29.54 pp from 2022

Benchmarks

See 5,248 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,248 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$38K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

65.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3409

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$110K

$1696 / participant

Other / not subdivided$110K100.0%

% of EOY assets

8.056%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,056

$49,881-57.8%

$80,589-73.9%

$75,173-72.0%

Participation rate

100.0%

55.3%+44.7pp

67.0%+33.0pp

67.2%+32.8pp

Annual return

14.89%

34.68%-19.8pp

935.83%-920.9pp

160.65%-145.8pp

Employer contribution / active EE

$1,698-100.0%

$2,724-100.0%

$2,670-100.0%

Participant deferral / active EE

$1,771

$2,991-40.8%

$4,449-60.2%

$4,126-57.1%

Admin fee / account holder

$1,696

$3,577-52.6%

$5,379-68.5%

$5,651-70.0%

THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion