Retirement plan

CURLY GIRLS, INC. DBA SWEET WINK 401(K) PROFIT SHARING PLAN

Name: CURLY GIRLS, INC. DBA SWEET WINK - CURLY GIRLS, INC. DBA SWEET WINK 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CURLY GIRLS, INC. DBA SWEET WINK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURLY GIRLS, INC. DBA SWEET WINK 401(K) PROFIT SHARING PLAN, CURLY GIRLS, INC. DBA SWEET WINK

CURLY GIRLS, INC. DBA SWEET WINKEIN 11-3109535Plan #001PY 2024

3950 LONG BEACH ROAD - ISLAND PARK, NY 11558516-509-7823

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$460K

+109.9% from 2023

Total participants

+15.4% from 2023

Average account balance

$30,683

+81.9% from 2023

Annual return

9.31%

-3.32 pp from 2023

Benchmarks

See 22,347 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,347 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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 codes2E2F2G2J3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$235 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.664%

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

$30,683

$111,787-72.6%

$93,681-67.2%

$145,978-79.0%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

9.31%

203.52%-194.2pp

133.47%-124.2pp

550.52%-541.2pp

Employer contribution / active EE

$8,925

$3,093+188.5%

$2,422+268.5%

$4,662+91.5%

Participant deferral / active EE

$8,039

$4,918+63.5%

$4,415+82.1%

$6,690+20.2%

Admin fee / account holder

$204

$10,256-98.0%

$8,290-97.5%

$13,400-98.5%

CURLY GIRLS, INC. DBA SWEET WINK 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CURLY GIRLS, INC. DBA SWEET WINK 401(K) PROFIT SHARING 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