Retirement plan

MARKETVIEW LIQUOR INC 401(K) PROFIT SHARING PLAN & TRUST

Name: MARKETVIEW LIQUOR INC - MARKETVIEW LIQUOR INC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: MARKETVIEW LIQUOR INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARKETVIEW LIQUOR INC 401(K) PROFIT SHARING PLAN & TRUST, MARKETVIEW LIQUOR INC

MARKETVIEW LIQUOR INCEIN 20-8250274Plan #001PY 2025

1100 JEFFERSON RD - ROCHESTER, NY 146233135585-427-2480marketviewliquor.comLinkedIn51-200 employeeswine and spirits

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+15.7% from 2024

Total participants

+4.4% from 2024

Average account balance

$60,422

+8.3% from 2024

Annual return

13.45%

+4.86 pp from 2024

Benchmarks

See 5,704 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort5,704 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.84M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

138.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1488

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

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

$70K

$2057 / participant

Other / not subdivided$70K100.0%

% of EOY assets

2.463%

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

$60,422

$74,535-18.9%

$100,712-40.0%

$82,637-26.9%

Participation rate

100.0%

61.2%+38.8pp

69.3%+30.7pp

68.1%+31.9pp

Annual return

13.45%

18.92%-5.5pp

33.27%-19.8pp

53.51%-40.1pp

Employer contribution / active EE

$1,345

$1,503-10.5%

$2,313-41.8%

$2,552-47.3%

Participant deferral / active EE

$1,813

$3,074-41.0%

$4,085-55.6%

$4,126-56.0%

Admin fee / account holder

$1,488

$6,576-77.4%

$9,256-83.9%

$7,339-79.7%

MARKETVIEW LIQUOR INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARKETVIEW LIQUOR INC 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