Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED STATES COLUMBARIUM COMPANY, INC.

Name: UNITED STATES COLUMBARIUM COMP - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED STATES COLUMBARIUM COMPANY, INC. (2024) Form 5500
Creator: UNITED STATES COLUMBARIUM COMP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED STATES COLUMBARIUM COMPANY, INC., UNITED STATES COLUMBARIUM COMP

UNITED STATES COLUMBARIUM COMPEIN 11-1758772Plan #001PY 2024

PO BOX 28 - MIDDLE VILLAGE, NY 113790028718-821-9700

Prospect flagsLow returnsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+15.4% from 2023

Total participants

+42.9% from 2023

Average account balance

$234,818

-1.1% from 2023

Annual return

8.25%

-3.95 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$235K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+8.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 codes2G2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$78

$9 / participant

Other / not subdivided$78100.0%

% of EOY assets

0.005%

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

$234,818

$88,778+164.5%

$81,844+186.9%

$145,884+61.0%

Participation rate

66.7%

75.1%-8.4pp

72.4%-5.7pp

80.3%-13.6pp

Annual return

8.25%

1033.03%-1024.8pp

778.87%-770.6pp

551.85%-543.6pp

Employer contribution / active EE

$4,567

$3,087+47.9%

$2,916+56.6%

$4,662-2.1%

Participant deferral / active EE

$6,788

$4,648+46.0%

$4,323+57.0%

$6,690+1.5%

Admin fee / account holder

$11

$8,430-99.9%

$7,355-99.8%

$13,392-99.9%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED STATES COLUMBARIUM COMPANY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED STATES COLUMBARIUM COMPANY, INC.

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