Retirement plan

INDIANAPOLIS ORGANIC LAWN CARE, INC. PROFIT SHARING PLAN

Name: INDIANAPOLIS ORGANIC LAWN CARE, INC. - INDIANAPOLIS ORGANIC LAWN CARE, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: INDIANAPOLIS ORGANIC LAWN CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIANAPOLIS ORGANIC LAWN CARE, INC. PROFIT SHARING PLAN, INDIANAPOLIS ORGANIC LAWN CARE, INC.

INDIANAPOLIS ORGANIC LAWN CARE, INC.EIN 20-0072321Plan #001PY 2024

1324 S. CARROLL ROAD - INDIANAPOLIS, IN 46239317-431-4549

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$94K

-80.5% from 2023

Total participants

0.0% from 2023

Average account balance

$93,752

-80.5% from 2023

Annual return

-80.50%

-67.83 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

$94K

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

100.0%

Not enough data

1 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

-80.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$792

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$792

$792 / participant

Other / not subdivided$792100.0%

% of EOY assets

0.845%

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

$93,752

$100,203-6.4%

$85,240+10.0%

$145,897-35.7%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

-80.50%

84.28%-164.8pp

66.75%-147.3pp

552.29%-632.8pp

Employer contribution / active EE

$3,242-100.0%

$2,735-100.0%

$4,663-100.0%

Participant deferral / active EE

$5,299-100.0%

$4,527-100.0%

$6,689-100.0%

Admin fee / account holder

$792

$7,265-89.1%

$6,165-87.2%

$13,390-94.1%

INDIANAPOLIS ORGANIC LAWN CARE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIANAPOLIS ORGANIC LAWN CARE, INC. 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