Retirement plan

OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN

Name: OSHER VAN DE VOORDE INVESTMENT MANAGEMENT - OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: OSHER VAN DE VOORDE INVESTMENT MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN, OSHER VAN DE VOORDE INVESTMENT MANAGEMENT

OSHER VAN DE VOORDE INVESTMENT MANAGEMENTEIN 95-4533363Plan #001PY 2017

125 N. RAYMOND AVE., SUITE 309 - PASADENA, CA 91103626-844-7184oshervandevoorde.comLinkedIn1-10 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$982K

+30.6% from 2016

Total participants

+16.7% from 2016

Average account balance

$140,343

+11.9% from 2016

Annual return

18.93%

+8.18 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.40M

Not enough data

1 years with asset history on file

Average account balance

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

$486K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$218K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+12.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$101320

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$959

$240 / participant

Other / not subdivided$959100.0%

% of EOY assets

0.098%

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

$140,343

$171,867-18.3%

$149,721-6.3%

$147,586-4.9%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

18.93%

2113.36%-2094.4pp

1501.67%-1482.7pp

578.59%-559.7pp

Employer contribution / active EE

$17,407

$6,275+177.4%

$5,444+219.7%

$4,876+257.0%

Participant deferral / active EE

$4,500

$7,270-38.1%

$6,568-31.5%

$5,439-17.3%

Admin fee / account holder

$137

$13,799-99.0%

$11,282-98.8%

$10,886-98.7%

OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 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