Retirement plan

VAN METER WILLIAMS POLLACK 401(K) PROFIT SHARING PLAN AND TRUST

Name: VAN METER WILLIAMS POLLACK - VAN METER WILLIAMS POLLACK 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: VAN METER WILLIAMS POLLACK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAN METER WILLIAMS POLLACK 401(K) PROFIT SHARING PLAN AND TRUST, VAN METER WILLIAMS POLLACK

VAN METER WILLIAMS POLLACKEIN 94-3113870Plan #001PY 2024

333 BRYANT ST., STE. 300 - SAN FRANCISCO, CA 94107415-574-5352vmwp.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.4M

+30.7% from 2023

Total participants

+1.3% from 2023

Average account balance

$91,102

+29.0% from 2023

Annual return

17.61%

+0.03 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.38M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

155.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$818K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1547

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 codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$125K

$2410 / participant

Other / not subdivided$125K100.0%

% of EOY assets

1.698%

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

$91,102

$102,393-11.0%

$147,041-38.0%

$80,911+12.6%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

17.61%

134.95%-117.3pp

419.21%-401.6pp

35.63%-18.0pp

Employer contribution / active EE

$5,754

$3,715+54.9%

$4,935+16.6%

$2,756+108.8%

Participant deferral / active EE

$9,971

$6,647+50.0%

$8,071+23.5%

$4,297+132.0%

Admin fee / account holder

$1,547

$7,943-80.5%

$13,006-88.1%

$6,935-77.7%

VAN METER WILLIAMS POLLACK 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VAN METER WILLIAMS POLLACK 401(K) PROFIT SHARING PLAN AND TRUST

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