Retirement plan

LITTLE ST. SIMONS ISLAND, LLC 401(K) PROFIT SHARING PLAN

Name: LITTLE ST. SIMONS ISLAND, LLC - LITTLE ST. SIMONS ISLAND, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: LITTLE ST. SIMONS ISLAND, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLE ST. SIMONS ISLAND, LLC 401(K) PROFIT SHARING PLAN, LITTLE ST. SIMONS ISLAND, LLC

LITTLE ST. SIMONS ISLAND, LLCEIN 20-1954023Plan #001PY 2024

1000 HAMPTON RIVER CLUB MARINA DRIV - SAINT SIMONS ISLAND, GA 31522912-638-7472LinkedIn11-50 employeeshospitality

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.5M

+21.9% from 2023

Total participants

+2.2% from 2023

Average account balance

$40,357

+15.1% from 2023

Annual return

17.01%

-5.08 pp from 2023

Benchmarks

See 5,401 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,401 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

131.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+20.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3181

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 codes2E2F2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$102 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.176%

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

$40,357

$87,059-53.6%

$105,608-61.8%

$80,925-50.1%

Participation rate

60.0%

70.4%-10.4pp

75.3%-15.3pp

67.7%-7.7pp

Annual return

17.01%

17.05%0pp

116.50%-99.5pp

35.65%-18.6pp

Employer contribution / active EE

$975

$2,396-59.3%

$3,167-69.2%

$2,756-64.6%

Participant deferral / active EE

$1,438

$3,986-63.9%

$5,010-71.3%

$4,299-66.5%

Admin fee / account holder

$71

$8,443-99.2%

$11,028-99.4%

$6,940-99.0%

LITTLE ST. SIMONS ISLAND, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTLE ST. SIMONS ISLAND, 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