Retirement plan

TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: TTT WEST COAST, INC. - TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN (2022) Form 5500
Creator: TTT WEST COAST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN, TTT WEST COAST, INC.

TTT WEST COAST, INC.EIN 95-4448498Plan #001PY 2022

230 PARK AVENUE SOUTH - NEW YORK, NY 10003212-548-5555

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$37.9M

+7.8% from 2019

Total participants

474

-33.2% from 2019

Average account balance

$120,831

+30.4% from 2019

Annual return

-17.15%

-44.58 pp from 2019

Benchmarks

See 605 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort605 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 years with headcount on file

Eligible Participants and Participation

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

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-25.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Service code 37 · EIN 04-2647786	Loan Processing	$10,339

Plan features & details

Pension benefit codes2E2F2G2J2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$11K

$40 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RUSSON & JOHNSTON CPAS
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$120,831

$64,612+87.0%

$86,438+39.8%

$64,819+86.4%

Participation rate

41.2%

81.5%-40.3pp

80.3%-39.2pp

71.5%-30.3pp

Annual return

-17.15%

0.66%-17.8pp

4397.19%-4414.3pp

32.84%-50.0pp

Employer contribution / active EE

$2,744-100.0%

$3,769-100.0%

$2,507-100.0%

Participant deferral / active EE

$6,232

$7,497-16.9%

$6,952-10.4%

$4,311+44.6%

Admin fee / account holder

$35

$169-79.3%

$6,733-99.5%

$188-81.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Service code 37 · EIN 04-2647786

Loan Processing

$10,339

TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS 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