Retirement plan

ANKROM MOISAN ARCHITECTS 401(K) PLAN

Name: ANKROM MOISAN ARCHITECTS INC - ANKROM MOISAN ARCHITECTS 401(K) PLAN (2024) Form 5500
Creator: ANKROM MOISAN ARCHITECTS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANKROM MOISAN ARCHITECTS 401(K) PLAN, ANKROM MOISAN ARCHITECTS INC

ANKROM MOISAN ARCHITECTS INCEIN 93-1014387Plan #001PY 2024

38 NW DAVIS STREET, SUITE 300 - PORTLAND, OR 97209503-245-7100

Other plans on this EIN

1 filing

#002Retirement-$8.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$28.2M

-10.0% from 2023

Total participants

288

-15.0% from 2023

Average account balance

$102,758

+8.4% from 2023

Annual return

15.61%

-10.07 pp from 2023

Benchmarks

See 6,285 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,285 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.16M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

274

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.

90.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.1 year Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$16,695
COMMONWEALTH FINANCIAL NETWORK1 year Filed as: COMMONWEALTH EQUITY SERVICES Service code 28 · EIN 04-2675571	Investment Management	$14,325

Plan features & details

Pension benefit codes2F2G2J2S3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$39K

$267 / participant

Recordkeeping$24K62.3%
Investment mgmt$15K37.7%

% of EOY assets

0.138%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GEFFEN MESHER & CO., PC
Auditor EIN: 931042710
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$102,758

$101,591+1.1%

$147,096-30.1%

$74,429+38.1%

Participation rate

90.4%

75.5%+14.9pp

82.2%+8.2pp

67.2%+23.2pp

Annual return

15.61%

8746.45%-8730.8pp

419.75%-404.1pp

1368.38%-1352.8pp

Employer contribution / active EE

$1,520

$3,813-60.1%

$4,936-69.2%

$2,625-42.1%

Participant deferral / active EE

$9,642

$7,302+32.0%

$8,071+19.5%

$4,348+121.7%

Admin fee / account holder

$142

$1,750-91.9%

$13,005-98.9%

$1,944-92.7%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.1 year

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$16,695

COMMONWEALTH FINANCIAL NETWORK1 year

Filed as: COMMONWEALTH EQUITY SERVICES

Service code 28 · EIN 04-2675571

Investment Management

$14,325

ANKROM MOISAN ARCHITECTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANKROM MOISAN ARCHITECTS 401(K) 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