Retirement plan

COUTURE SEWING CENTER 401(K) QRP

Name: COUTURE SEWING CENTER - COUTURE SEWING CENTER 401(K) QRP (2024) Form 5500
Creator: COUTURE SEWING CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COUTURE SEWING CENTER 401(K) QRP, COUTURE SEWING CENTER

COUTURE SEWING CENTEREIN 20-8915332Plan #001PY 2024

627 S HOUSTON LAKE ROAD - WARNER ROBINS, GA 31088478-474-7224couturesewingcenter.comLinkedIn1-10 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$413K

+2.6% from 2023

Total participants

0.0% from 2023

Average account balance

$82,592

+2.6% from 2023

Annual return

13.81%

-0.76 pp from 2023

Benchmarks

See 10,322 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,322 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$413K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20070

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 codes2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$100K

$20070 / participant

Other / not subdivided$100K100.0%

% of EOY assets

24.300%

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

$82,592

$109,967-24.9%

$97,197-15.0%

$145,877-43.4%

Participation rate

100.0%

76.0%+24.0pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

13.81%

244.27%-230.5pp

75.47%-61.7pp

551.28%-537.5pp

Employer contribution / active EE

$984

$3,077-68.0%

$2,723-63.9%

$4,663-78.9%

Participant deferral / active EE

$9,976

$4,676+113.3%

$4,263+134.0%

$6,691+49.1%

Admin fee / account holder

$20,070

$6,199+223.8%

$5,637+256.0%

$13,402+49.8%

COUTURE SEWING CENTER 401(K) QRP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUTURE SEWING CENTER 401(K) QRP

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