Retirement plan

TJE COMPANY 401K PLAN

Name: TJE COMPANY - TJE COMPANY 401K PLAN (2023) Form 5500
Creator: TJE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TJE COMPANY 401K PLAN, TJE COMPANY

TJE COMPANYEIN 20-8394599Plan #004PY 2023

20535 E WALNUT DR N - WALNUT, CA 91789626-965-7773

Other plans on this EIN

1 filing

#003Retirement-$603K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$300K

+4.9% from 2022

Total participants

0.0% from 2022

Average account balance

$20,012

+4.9% from 2022

Annual return

11.55%

+27.86 pp from 2022

Benchmarks

See 22,632 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,632 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$208K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

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

+8.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11211

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$65K

$5878 / participant

Other / not subdivided$65K100.0%

% of EOY assets

21.539%

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

$20,012

$110,240-81.8%

$96,544-79.3%

$139,487-85.7%

Participation rate

90.9%

78.1%+12.8pp

76.0%+14.9pp

80.3%+10.6pp

Annual return

11.55%

26.41%-14.9pp

25.88%-14.3pp

373.84%-362.3pp

Employer contribution / active EE

$840

$3,622-76.8%

$2,966-71.7%

$4,755-82.3%

Participant deferral / active EE

$3,273

$5,549-41.0%

$4,851-32.5%

$6,713-51.2%

Admin fee / account holder

$4,310

$11,602-62.9%

$8,254-47.8%

$11,407-62.2%

TJE COMPANY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TJE COMPANY 401K 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