Retirement plan

DALE R. PELCH, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

Name: DALE R. PELCH, A PROFESSIONAL CORPORATION - DALE R. PELCH, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN (2024) Form 5500
Creator: DALE R. PELCH, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DALE R. PELCH, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN, DALE R. PELCH, A PROFESSIONAL CORPORATION

DALE R. PELCH, A PROFESSIONAL CORPORATIONEIN 95-4781284Plan #001PY 2024

301 E. COLORADO BLVD., SUITE #900 - PASADENA, CA 911011977626-796-9123

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+15.9% from 2023

Total participants

0.0% from 2023

Average account balance

$2,173,901

+15.9% from 2023

Annual return

10.16%

-7.73 pp from 2023

Benchmarks

See 143,921 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,921 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$2.5M

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

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

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

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16163

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 codes2E2F2J3D3H

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).
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$14K

$14166 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.652%

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

$2,173,901

$159,978+1258.9%

$147,041+1378.4%

$145,978+1389.2%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

10.16%

98.36%-88.2pp

419.21%-409.0pp

550.52%-540.4pp

Employer contribution / active EE

$76,416

$5,288+1345.0%

$4,935+1448.5%

$4,662+1539.2%

Participant deferral / active EE

$30,500

$8,429+261.9%

$8,071+277.9%

$6,690+355.9%

Admin fee / account holder

$14,166

$15,053-5.9%

$13,006+8.9%

$13,400+5.7%

DALE R. PELCH, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DALE R. PELCH, A PROFESSIONAL CORPORATION PROFIT SHARING 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