Retirement plan

LL MANAGEMENT GROUP WEST LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: LL MANAGEMENT GROUP WEST L L C - LL MANAGEMENT GROUP WEST LLC 401(K) PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: LL MANAGEMENT GROUP WEST L L C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LL MANAGEMENT GROUP WEST LLC 401(K) PROFIT SHARING PLAN & TRUST, LL MANAGEMENT GROUP WEST L L C

LL MANAGEMENT GROUP WEST L L CEIN 20-2869010Plan #001PY 2023

5950 CANOGA AVE - STE 510 - WOODLAND HILLS, CA 913675089818-251-9300LinkedIn1-10 employees

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$31K

+316.1% from 2022

Total participants

-8.3% from 2022

Average account balance

$15,453

+108.0% from 2022

Annual return

35.08%

+35.08 pp from 2022

Benchmarks

See 18,480 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort18,480 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$86K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

21.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

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

+12.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$179

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 codes2E2F2G2J2T3D

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$185

$17 / participant

Other / not subdivided$185100.0%

% of EOY assets

0.599%

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

$15,453

$96,388-84.0%

$80,627-80.8%

$139,466-88.9%

Participation rate

18.2%

73.6%-55.5pp

67.0%-48.8pp

80.3%-62.2pp

Annual return

35.08%

1352.08%-1317.0pp

936.76%-901.7pp

373.66%-338.6pp

Employer contribution / active EE

$3,260-100.0%

$2,723-100.0%

$4,754-100.0%

Participant deferral / active EE

$1,897

$5,224-63.7%

$4,443-57.3%

$6,712-71.7%

Admin fee / account holder

$93

$6,603-98.6%

$5,381-98.3%

$11,409-99.2%

LL MANAGEMENT GROUP WEST LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LL MANAGEMENT GROUP WEST LLC 401(K) PROFIT SHARING PLAN & TRUST

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