Retirement plan

INTERVINE, INC. 401(K) PLAN

Name: INTERVINE, INC. - INTERVINE, INC. 401(K) PLAN (2022) Form 5500
Creator: INTERVINE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERVINE, INC. 401(K) PLAN, INTERVINE, INC.

INTERVINE, INC.EIN 13-3604665Plan #001PY 2022

851 NAPA VALLEY CORPORATE WAY, SUITE G - NAPA, CA 94558707-253-1665intervineinc.comLinkedIn11-50 employeesfood & beverages

Other plans on this EIN

1 filing

#002Retirement-$387K assets

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed March 7, 2019

Plan administrator

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One Kaiser Plaza, Suite 505

Oakland State: CA Zip Code: 94612

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Plans declared (1)

I29 emp

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Total assets (EOY)

$2.3M

-15.5% from 2021

Total participants

+22.2% from 2021

Average account balance

$85,155

-15.5% from 2021

Annual return

-17.75%

-35.23 pp from 2021

Benchmarks

See 9,164 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,164 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.78M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$241K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32433

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

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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 codes2G2J3D2E2T

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

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

$96K

$3540 / participant

Other / not subdivided$96K100.0%

% of EOY assets

4.157%

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

$85,155

$81,870+4.0%

$119,634-28.8%

$68,490+24.3%

Participation rate

77.8%

71.9%+5.9pp

79.3%-1.5pp

67.9%+9.9pp

Annual return

-17.75%

-23.82%+6.1pp

-14.98%-2.8pp

-7.85%-9.9pp

Employer contribution / active EE

$2,692-100.0%

$4,232-100.0%

$2,597-100.0%

Participant deferral / active EE

$5,524

$4,148+33.2%

$5,601-1.4%

$4,028+37.1%

Admin fee / account holder

$3,540

$6,583-46.2%

$10,329-65.7%

$5,403-34.5%

INTERVINE, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERVINE, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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