Retirement plan

FRANK & CAMILLE'S 401(K) PLAN

Name: FRANK & CAMILLE'S INTERNATIONAL, INC. - FRANK & CAMILLE'S 401(K) PLAN (2024) Form 5500
Creator: FRANK & CAMILLE'S INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANK & CAMILLE'S 401(K) PLAN, FRANK & CAMILLE'S INTERNATIONAL, INC.

FRANK & CAMILLE'S INTERNATIONAL, INC.EIN 11-2898374Plan #001PY 2024

214 GLEN COVE ROAD - CARLE PLACE, NY 11514516-333-2811

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2.2M

+22.0% from 2023

Total participants

-8.3% from 2023

Average account balance

$246,730

+22.0% from 2023

Annual return

21.28%

-1.96 pp from 2023

Benchmarks

See 10,317 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,317 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.22M

Not enough data

1 years with asset history on file

Average account balance

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

$247K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+21.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$283

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 codes2E2G2J2T3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$364 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.115%

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

$246,730

$110,039+124.2%

$97,260+153.7%

$145,884+69.1%

Participation rate

71.4%

75.9%-4.5pp

72.7%-1.2pp

80.3%-8.9pp

Annual return

21.28%

244.44%-223.2pp

75.54%-54.3pp

551.85%-530.6pp

Employer contribution / active EE

$3,074-100.0%

$2,721-100.0%

$4,662-100.0%

Participant deferral / active EE

$1,935

$4,674-58.6%

$4,262-54.6%

$6,690-71.1%

Admin fee / account holder

$283

$6,204-95.4%

$5,640-95.0%

$13,392-97.9%

FRANK & CAMILLE'S 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRANK & CAMILLE'S 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