Retirement plan

HUNT ORTMANN ASSOCIATE'S 401(K) PLAN

Name: HUNT ORTMANN, INC. - HUNT ORTMANN ASSOCIATE'S 401(K) PLAN (2021) Form 5500
Creator: HUNT ORTMANN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNT ORTMANN ASSOCIATE'S 401(K) PLAN, HUNT ORTMANN, INC.

HUNT ORTMANN, INC.EIN 95-4512491Plan #002PY 2021

301 N. LAKE AVENUE, 7TH FLOOR - PASADENA, CA 91101626-440-5200huntortmann.comLinkedIn11-50 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$16.2M assets

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$520K

+23.9% from 2020

Total participants

+11.1% from 2020

Average account balance

$64,985

+8.4% from 2020

Annual return

11.06%

-3.29 pp from 2020

Benchmarks

See 126,087 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,087 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+253.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1564

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 codes2E2F2G2J2T3D

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.
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

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$371 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.356%

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

$64,985

$176,120-63.1%

$159,487-59.3%

$167,553-61.2%

Participation rate

60.0%

85.0%-25.0pp

82.8%-22.8pp

82.1%-22.1pp

Annual return

11.06%

331.95%-320.9pp

263.71%-252.6pp

478.89%-467.8pp

Employer contribution / active EE

$10,788

$5,299+103.6%

$4,831+123.3%

$4,840+122.9%

Participant deferral / active EE

$7,752-100.0%

$7,354-100.0%

$6,343-100.0%

Admin fee / account holder

$232

$12,561-98.2%

$10,804-97.9%

$12,316-98.1%

HUNT ORTMANN ASSOCIATE'S 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUNT ORTMANN ASSOCIATE'S 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