Retirement plan

NATIONAL AMUSEMENTS 401(K) PLAN

Name: NATIONAL AMUSEMENTS, INC. - NATIONAL AMUSEMENTS 401(K) PLAN (2023) Form 5500
Creator: NATIONAL AMUSEMENTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL AMUSEMENTS 401(K) PLAN, NATIONAL AMUSEMENTS, INC.

NATIONAL AMUSEMENTS, INC.EIN 04-2261332Plan #002PY 2023

PO BOX 9108 - NORWOOD, MA 020629108781-461-1600LinkedIn11-50 employeesinformation technology and services

Other plans on this EIN

1 filing

#001Retirement-$120.9M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$87.4M

+24.6% from 2022

Total participants

1,183

+4.5% from 2022

Average account balance

$166,468

+28.9% from 2022

Annual return

24.27%

+44.78 pp from 2022

Benchmarks

See 451 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort451 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$99.04M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

537

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.

26.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+20.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-5

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829	Advisory (Plan)	$25,732
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$15,718
KAHN, LITWIN, RENZA & CO., LTD3 years Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384	Accounting	$15,000
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	-$33,425

Plan features & details

Pension benefit codes2E2F2G2K2U3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23K

$24 / participant

Investment mgmt$23K100.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KAHN, LITWIN, RENZA, AND CO., LTD
Auditor EIN: 050409384
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$166,468

$53,344+212.1%

$121,204+37.3%

$74,460+123.6%

Participation rate

30.2%

60.0%-29.8pp

69.5%-39.3pp

70.7%-40.5pp

Annual return

24.27%

35.15%-10.9pp

987.18%-962.9pp

34.38%-10.1pp

Employer contribution / active EE

$987

$1,898-48.0%

$4,170-76.3%

$2,638-62.6%

Participant deferral / active EE

$2,226

$3,220-30.9%

$4,083-45.5%

$4,530-50.9%

Admin fee / account holder

$44

$382-88.5%

$5,651-99.2%

$348-87.4%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY5+ years

Filed as: MORGAN STANLEY

Service code 27 · EIN 20-8764829

Advisory (Plan)

$25,732

STRATEGIC ADVISORS, INC.5+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$15,718

KAHN, LITWIN, RENZA & CO., LTD3 years

Filed as: KAHN, LITWIN, RENZA & CO., LTD.

Service code 10 · EIN 05-0409384

Accounting

$15,000

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$33,425

NATIONAL AMUSEMENTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL AMUSEMENTS 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