Retirement plan

SDJC 401(K) RETIREMENT PLAN

Name: LANZA CORP. D/B/A SIGN DESIGN JC AWNING - SDJC 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: LANZA CORP. D/B/A SIGN DESIGN JC AWNING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SDJC 401(K) RETIREMENT PLAN, LANZA CORP. D/B/A SIGN DESIGN JC AWNING

LANZA CORP. D/B/A SIGN DESIGN JC AWNINGEIN 13-3525268Plan #001PY 2024

404 WILLETT AVENUE - PORT CHESTER, NY 10573914-937-6360

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$869K

+23.2% from 2023

Total participants

-33.3% from 2023

Average account balance

$108,681

+7.8% from 2023

Annual return

18.69%

-3.30 pp from 2023

Benchmarks

See 54,805 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,805 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$869K

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

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

+18.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$732

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$586 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.674%

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

$108,681

$110,379-1.5%

$102,412+6.1%

$145,884-25.5%

Participation rate

80.0%

77.9%+2.1pp

74.5%+5.5pp

80.3%-0.3pp

Annual return

18.69%

24.84%-6.1pp

24.94%-6.2pp

551.85%-533.2pp

Employer contribution / active EE

$4,216-100.0%

$3,870-100.0%

$4,662-100.0%

Participant deferral / active EE

$3,214

$5,622-42.8%

$5,060-36.5%

$6,690-52.0%

Admin fee / account holder

$732

$9,745-92.5%

$8,388-91.3%

$13,392-94.5%

SDJC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SDJC 401(K) RETIREMENT 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