Retirement plan

DIVERSITEX, INC. 401(K) PROFIT SHARING PLAN

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

DIVERSITEX, INC.EIN 22-1915577Plan #001PY 2025

376 HOLLYWOOD AVENUE - FAIRFIELD, NJ 07004973-808-4566LinkedIn11-50 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.9M

-53.2% from 2024

Total participants

0.0% from 2024

Average account balance

$607,694

-53.2% from 2024

Annual return

11.82%

-2.61 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.86M

Not enough data

1 years with asset history on file

Average account balance

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

$608K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$856795

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 codes2E2G2J2R3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$6.9M

$1370873 / participant

Other / not subdivided$7M100.0%

% of EOY assets

140.991%

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

$607,694

$178,174+241.1%

$156,181+289.1%

$137,256+342.7%

Participation rate

100.0%

82.0%+18.0pp

78.8%+21.2pp

80.0%+20.0pp

Annual return

11.82%

84.19%-72.4pp

64.87%-53.1pp

220.34%-208.5pp

Employer contribution / active EE

$4,259

$4,972-14.3%

$4,294-0.8%

$4,156+2.5%

Participant deferral / active EE

$6,202

$6,888-10.0%

$6,132+1.1%

$6,407-3.2%

Admin fee / account holder

$856,795

$17,404+4823.0%

$14,586+5774.1%

$12,270+6882.8%

DIVERSITEX, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIVERSITEX, INC. 401(K) PROFIT SHARING 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