Retirement plan

100X, LLC INDIVIDUAL(K) PLAN

Name: 100X, LLC - 100X, LLC INDIVIDUAL(K) PLAN (2024) Form 5500
Creator: 100X, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 100X, LLC INDIVIDUAL(K) PLAN, 100X, LLC

100X, LLCEIN 20-4802802Plan #001PY 2024

10619 E. STOCKBRIDGE CT. - ZEELAND, MI 494646860616-403-2554

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$676K

+21.8% from 2023

Total participants

0.0% from 2023

Average account balance

$338,091

+21.8% from 2023

Annual return

13.46%

+8.51 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$676K

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$338,091

$160,070+111.2%

$147,117+129.8%

$145,897+131.7%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

13.46%

98.69%-85.2pp

420.54%-407.1pp

552.29%-538.8pp

Employer contribution / active EE

$1,125

$5,285-78.7%

$4,932-77.2%

$4,663-75.9%

Participant deferral / active EE

$22,052

$8,419+161.9%

$8,065+173.4%

$6,689+229.7%

Admin fee / account holder

$15,035-100.0%

$12,993-100.0%

$13,390-100.0%

100X, LLC INDIVIDUAL(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

100X, LLC INDIVIDUAL(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion