Retirement plan

MARCIA SELDEN CUSTOM CATERING 401(K) PROFIT SHARING AND TRUST

Name: MARCIA SELDEN CUSTOM CATERING - MARCIA SELDEN CUSTOM CATERING 401(K) PROFIT SHARING AND TRUST (2025) Form 5500
Creator: MARCIA SELDEN CUSTOM CATERING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARCIA SELDEN CUSTOM CATERING 401(K) PROFIT SHARING AND TRUST, MARCIA SELDEN CUSTOM CATERING

MARCIA SELDEN CUSTOM CATERINGEIN 06-1417616Plan #001PY 2025

65 RESEARCH DRIVE - STAMFORD, CT 06906203-353-8000

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.4M

+51.5% from 2024

Total participants

+23.8% from 2024

Average account balance

$55,705

+51.5% from 2024

Annual return

28.90%

+10.24 pp from 2024

Benchmarks

See 11,128 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort11,128 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$216K

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

+28.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16

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 codes2E2J2F2G3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$425

$5 / participant

Other / not subdivided$425100.0%

% of EOY assets

0.029%

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

$55,705

$106,524-47.7%

$152,301-63.4%

$87,485-36.3%

Participation rate

33.3%

75.8%-42.4pp

82.4%-49.1pp

68.9%-35.6pp

Annual return

28.90%

26.89%+2.0pp

80.50%-51.6pp

26.06%+2.8pp

Employer contribution / active EE

$797

$3,371-76.4%

$4,624-82.8%

$2,596-69.3%

Participant deferral / active EE

$1,973

$6,525-69.8%

$8,004-75.4%

$4,274-53.8%

Admin fee / account holder

$16

$8,287-99.8%

$14,398-99.9%

$7,775-99.8%

MARCIA SELDEN CUSTOM CATERING 401(K) PROFIT SHARING AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARCIA SELDEN CUSTOM CATERING 401(K) PROFIT SHARING AND TRUST

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