Retirement plan

SUSTAINABLE INTERIORS 401(K) PLAN

Name: SUSTAINABLE FLOORS, INC. DBA SUSTAINABLE INTERIORS - SUSTAINABLE INTERIORS 401(K) PLAN (2023) Form 5500
Creator: SUSTAINABLE FLOORS, INC. DBA SUSTAINABLE INTERIORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUSTAINABLE INTERIORS 401(K) PLAN, SUSTAINABLE FLOORS, INC. DBA SUSTAINABLE INTERIORS

SUSTAINABLE FLOORS, INC. DBA SUSTAINABLE INTERIORSEIN 20-5282898Plan #001PY 2023

3450 SOUTH 344TH WAY, SUITE 105 - FEDERAL WAY, WA 98001800-261-9930

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$792K

+127.3% from 2022

Total participants

+22.4% from 2022

Average account balance

$13,208

+85.6% from 2022

Annual return

46.70%

+46.70 pp from 2022

Benchmarks

See 18,037 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,037 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

148.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$337K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+38.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1377

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 codes2F2G2J3D2E2T

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$12K

$272 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.546%

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

$13,208

$73,978-82.1%

$96,515-86.3%

$75,173-82.4%

Participation rate

100.0%

66.4%+33.6pp

74.3%+25.7pp

67.2%+32.8pp

Annual return

46.70%

26.72%+20.0pp

35.73%+11.0pp

160.72%-114.0pp

Employer contribution / active EE

$3,127

$2,931+6.7%

$3,740-16.4%

$2,671+17.1%

Participant deferral / active EE

$3,390

$3,660-7.4%

$4,880-30.5%

$4,126-17.8%

Admin fee / account holder

$204

$5,219-96.1%

$6,735-97.0%

$5,651-96.4%

SUSTAINABLE INTERIORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUSTAINABLE INTERIORS 401(K) 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