Retirement plan

TIFF'S TREATS GP, LLC 401(K) PLAN

Name: TIFF'S TREATS GP, LLC - TIFF'S TREATS GP, LLC 401(K) PLAN (2024) Form 5500
Creator: TIFF'S TREATS GP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIFF'S TREATS GP, LLC 401(K) PLAN, TIFF'S TREATS GP, LLC

TIFF'S TREATS GP, LLCEIN 20-0546599Plan #001PY 2024

8310 N CAPITAL OF TEXAS HWY, SUITE 110, BUILDING 1 - AUSTIN, TX 78731512-687-2821

Prospect flagsLow participationLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$8.4M

+20.8% from 2023

Total participants

1,514

-43.1% from 2023

Average account balance

$26,970

+68.5% from 2023

Annual return

14.07%

-5.59 pp from 2023

Benchmarks

See 391 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort391 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.41M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

312

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.

15.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$867

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

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$139

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 6 by compensation

Provider	Service type	Compensation
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$36,038
AUSTIN MONEY MANAGEMENT1 year Filed as: AUSTIN MONEY MANGEMENT Service code 26 · EIN 83-0665580 4209 MEDICAL PARKWAY · AUSTIN, TX 78756	Advisory (Participants)	$14,833
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215	Advisory (Participants)	$2,383
IRON-CO-FID-COMPREHENSIVE1 year Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241	Advisory (Participants)	$2,374
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215	Recordkeeping	$771
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W. NATIONWIDE BLVD · COLUMBUS, OH 43215	Recordkeeping	$594

Plan features & details

Pension benefit codes2E2F2T3D2G2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$43K

$30 / participant

Contract admin$43K100.0%

% of EOY assets

0.514%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ARMANINO LLP
Auditor EIN: 332514127
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,970

$48,744-44.7%

$93,727-71.2%

$200,096-86.5%

Participation rate

15.4%

63.7%-48.3pp

68.7%-53.4pp

72.0%-56.7pp

Annual return

14.07%

15.36%-1.3pp

133.83%-119.8pp

34.26%-20.2pp

Employer contribution / active EE

$290

$1,140-74.5%

$2,421-88.0%

$3,038-90.4%

Participant deferral / active EE

$577

$2,825-79.6%

$4,417-86.9%

$5,090-88.7%

Admin fee / account holder

$139

$195-29.0%

$8,292-98.3%

$269-48.5%

Provider

Service type

Compensation

NATIONWIDE6 years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$36,038

AUSTIN MONEY MANAGEMENT1 year

Filed as: AUSTIN MONEY MANGEMENT

Service code 26 · EIN 83-0665580

4209 MEDICAL PARKWAY · AUSTIN, TX 78756

Advisory (Participants)

$14,833

PROACCOUNT1 year

Service code 26 · EIN 73-0988442

10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215

Advisory (Participants)

$2,383

IRON-CO-FID-COMPREHENSIVE1 year

Filed as: IRON FIDUCIARY

Service code 26 · EIN 99-9552241

Advisory (Participants)

$2,374

NATIONWIDE1 year

Filed as: NATIONWIDE RETIREMENT PLANS

Service code 15

10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215

Recordkeeping

$771

NATIONWIDE1 year

Filed as: NATIONWIDE LIFE INSURANCE COMPANY

Service code 15 · EIN 31-4156830

10 W. NATIONWIDE BLVD · COLUMBUS, OH 43215

Recordkeeping

$594

TIFF'S TREATS GP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIFF'S TREATS GP, LLC 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