Retirement plan

INTERVINE, INC. 401(K) PLAN

Name: INTERVINE, INC. - INTERVINE, INC. 401(K) PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#002Retirement-$422K 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)

$2.5M

+6.8% from 2022

Total participants

-12.1% from 2022

Average account balance

$90,978

+6.8% from 2022

Annual return

19.22%

+36.98 pp from 2022

Benchmarks

See 23,805 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,805 peers

Snapshot2023

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

$505K

$21049 / participant

Other / not subdivided$505K100.0%

% of EOY assets

20.566%

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

$90,978

$154,209-41.0%

$130,062-30.1%

$139,487-34.8%

Participation rate

91.7%

82.0%+9.7pp

78.5%+13.2pp

80.3%+11.3pp

Annual return

19.22%

32.52%-13.3pp

-137.37%+156.6pp

373.84%-354.6pp

Employer contribution / active EE

$5,292-100.0%

$4,322-100.0%

$4,755-100.0%

Participant deferral / active EE

$8,902

$6,709+32.7%

$5,821+52.9%

$6,713+32.6%

Admin fee / account holder

$18,710

$13,988+33.8%

$10,601+76.5%

$11,407+64.0%

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