Retirement plan

LAZY WEEKENDS YARD CARE SERVICES, LLC 401(K) PROFIT SHARING PLAN

Name: LAZY WEEKENDS YARD CARE SERVICES, LLC - LAZY WEEKENDS YARD CARE SERVICES, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: LAZY WEEKENDS YARD CARE SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAZY WEEKENDS YARD CARE SERVICES, LLC 401(K) PROFIT SHARING PLAN, LAZY WEEKENDS YARD CARE SERVICES, LLC

LAZY WEEKENDS YARD CARE SERVICES, LLCEIN 20-1656905Plan #001PY 2025

124 MARINE DRIVE, UNIT 100 - EDENTON, NC 27932252-482-7720LinkedIn11-50 employeestelecommunications

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+35.0% from 2024

Total participants

0.0% from 2024

Average account balance

$72,878

+14.8% from 2024

Annual return

19.28%

+1.90 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$403

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 codes2E2F2J2T3D

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).
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

$8K

$448 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.553%

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

$72,878

$157,829-53.8%

$136,867-46.8%

$198,609-63.3%

Participation rate

94.4%

77.2%+17.3pp

74.5%+19.9pp

82.4%+12.1pp

Annual return

19.28%

51.25%-32.0pp

42.97%-23.7pp

202.70%-183.4pp

Employer contribution / active EE

$7,029

$3,923+79.2%

$3,547+98.2%

$5,055+39.0%

Participant deferral / active EE

$2,865

$5,463-47.6%

$4,924-41.8%

$6,977-58.9%

Admin fee / account holder

$403

$11,107-96.4%

$10,340-96.1%

$19,030-97.9%

LAZY WEEKENDS YARD CARE SERVICES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAZY WEEKENDS YARD CARE SERVICES, LLC 401(K) 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