Retirement plan

AUSTRIAN TOURIST OFFICE, INC. 401(K) PLAN

Name: AUSTRIAN TOURIST OFFICE, INC. - AUSTRIAN TOURIST OFFICE, INC. 401(K) PLAN (2024) Form 5500
Creator: AUSTRIAN TOURIST OFFICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUSTRIAN TOURIST OFFICE, INC. 401(K) PLAN, AUSTRIAN TOURIST OFFICE, INC.

AUSTRIAN TOURIST OFFICE, INC.EIN 13-4201821Plan #001PY 2024

61 BROADWAY, #1701 - NEW YORK, NY 10006212-575-7723LinkedIn1-10 employeesleisure, travel & tourism

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+17.7% from 2023

Total participants

-11.1% from 2023

Average account balance

$199,343

+17.7% from 2023

Annual return

13.03%

-4.99 pp from 2023

Benchmarks

See 19,366 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,366 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1579

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 codes2E2J2G2T3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$1842 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.792%

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

$199,343

$100,203+98.9%

$85,240+133.9%

$145,897+36.6%

Participation rate

83.3%

74.1%+9.2pp

67.5%+15.8pp

80.3%+3.0pp

Annual return

13.03%

84.28%-71.2pp

66.75%-53.7pp

552.29%-539.3pp

Employer contribution / active EE

$3,242-100.0%

$2,735-100.0%

$4,663-100.0%

Participant deferral / active EE

$10,982

$5,299+107.3%

$4,527+142.6%

$6,689+64.2%

Admin fee / account holder

$1,579

$7,265-78.3%

$6,165-74.4%

$13,390-88.2%

AUSTRIAN TOURIST OFFICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUSTRIAN TOURIST OFFICE, INC. 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