Retirement plan

DUCHESS OF ANSONIA, INC. 401(K) PLAN

Name: DUCHESS OF ANSONIA, INC. - DUCHESS OF ANSONIA, INC. 401(K) PLAN (2025) Form 5500
Creator: DUCHESS OF ANSONIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUCHESS OF ANSONIA, INC. 401(K) PLAN, DUCHESS OF ANSONIA, INC.

DUCHESS OF ANSONIA, INC.EIN 06-0796836Plan #001PY 2025

60 PERSHING DRIVE - ANSONIA, CT 06401203-258-8415LinkedIn11-50 employeesrestaurants

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$57K

+42.8% from 2024

Total participants

+7.4% from 2024

Average account balance

$9,473

+42.8% from 2024

Annual return

17.33%

-15.17 pp from 2024

Benchmarks

See 5,656 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort5,656 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$57K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

21.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$362

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

+17.33%

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 codes2F2G2J3D2T

Plan features

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

1 tripped

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

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

$9,473

$29,319-67.7%

$52,425-81.9%

$82,448-88.5%

Participation rate

17.9%

46.9%-29.0pp

55.6%-37.8pp

68.1%-50.2pp

Annual return

17.33%

535.20%-517.9pp

302.12%-284.8pp

41.64%-24.3pp

Employer contribution / active EE

$586-100.0%

$914-100.0%

$2,551-100.0%

Participant deferral / active EE

$362

$1,171-69.1%

$1,790-79.8%

$4,139-91.3%

Admin fee / account holder

$1,962-100.0%

$2,495-100.0%

$7,234-100.0%

DUCHESS OF ANSONIA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DUCHESS OF ANSONIA, INC. 401(K) PLAN

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