Retirement plan

MANAGEMENT SEARCH CORPORATE, INC. 401(K) PLAN AND TRUST

Name: MANAGEMENT SEARCH CORPORATE, INC. - MANAGEMENT SEARCH CORPORATE, INC. 401(K) PLAN AND TRUST (2024) Form 5500
Creator: MANAGEMENT SEARCH CORPORATE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANAGEMENT SEARCH CORPORATE, INC. 401(K) PLAN AND TRUST, MANAGEMENT SEARCH CORPORATE, INC.

MANAGEMENT SEARCH CORPORATE, INC.EIN 04-3277317Plan #001PY 2024

2757 TIBURON BLVD E 201 - NAPLES, FL 34109413-732-2384

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$418K

+69.6% from 2023

Total participants

0.0% from 2023

Average account balance

$104,528

+69.6% from 2023

Annual return

27.23%

-11.19 pp from 2023

Benchmarks

See 19,390 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,390 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$418K

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+27.23%

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

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$104,528

$100,139+4.4%

$85,187+22.7%

$145,884-28.3%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

27.23%

84.15%-56.9pp

66.67%-39.4pp

551.85%-524.6pp

Employer contribution / active EE

$5,473

$3,238+69.0%

$2,732+100.3%

$4,662+17.4%

Participant deferral / active EE

$20,637

$5,296+289.7%

$4,525+356.1%

$6,690+208.5%

Admin fee / account holder

$7,262-100.0%

$6,162-100.0%

$13,392-100.0%

MANAGEMENT SEARCH CORPORATE, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MANAGEMENT SEARCH CORPORATE, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion