Retirement plan

CLAYSVILLE PHARMACY, LLC 401(K) PROFIT SHARING PLAN

Name: CLAYSVILLE PHARMACY, LLC DBA CURTIS PHARMACY - CLAYSVILLE PHARMACY, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CLAYSVILLE PHARMACY, LLC DBA CURTIS PHARMACY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLAYSVILLE PHARMACY, LLC 401(K) PROFIT SHARING PLAN, CLAYSVILLE PHARMACY, LLC DBA CURTIS PHARMACY

CLAYSVILLE PHARMACY, LLC DBA CURTIS PHARMACYEIN 20-4682166Plan #001PY 2024

305 MAIN STREET - CLAYSVILLE, PA 15323724-663-7707LinkedIn11-50 employeescosmetics

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+27.7% from 2023

Total participants

+40.5% from 2023

Average account balance

$72,927

+2.7% from 2023

Annual return

21.90%

+2.24 pp from 2023

Benchmarks

See 9,334 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,334 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.35M

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.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$251K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+21.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2313

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 codes2E2G2J2T3B3D2F

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.
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

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

$106K

$2086 / participant

Other / not subdivided$106K100.0%

% of EOY assets

3.171%

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

$72,927

$71,215+2.4%

$93,696-22.2%

$80,935-9.9%

Participation rate

88.2%

60.4%+27.8pp

68.7%+19.5pp

67.7%+20.6pp

Annual return

21.90%

11.27%+10.6pp

133.74%-111.8pp

35.66%-13.8pp

Employer contribution / active EE

$1,765

$1,565+12.8%

$2,422-27.1%

$2,757-36.0%

Participant deferral / active EE

$3,160

$4,037-21.7%

$4,417-28.5%

$4,299-26.5%

Admin fee / account holder

$2,313

$6,958-66.8%

$8,287-72.1%

$6,924-66.6%

CLAYSVILLE PHARMACY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLAYSVILLE PHARMACY, 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