Retirement plan

BRUNO'S HOAGIES, INC. 401K PROFIT SHARING PLAN

Name: BRUNO'S HOAGIES, INC. - BRUNO'S HOAGIES, INC. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: BRUNO'S HOAGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRUNO'S HOAGIES, INC. 401K PROFIT SHARING PLAN, BRUNO'S HOAGIES, INC.

BRUNO'S HOAGIES, INC.EIN 23-2539070Plan #001PY 2024

2347 ROSEMORE AVENUE - GLENSIDE, PA 190384116215-242-1880

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$463K

+15.2% from 2023

Total participants

0.0% from 2023

Average account balance

$42,062

+15.2% from 2023

Annual return

15.23%

+5.29 pp from 2023

Benchmarks

See 14,016 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,016 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$463K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$243

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 codes2E2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$334 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.577%

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

$42,062

$76,522-45.0%

$56,033-24.9%

$145,884-71.2%

Participation rate

100.0%

63.2%+36.8pp

52.5%+47.5pp

80.3%+19.7pp

Annual return

15.23%

3014.28%-2999.0pp

1711.38%-1696.1pp

551.85%-536.6pp

Employer contribution / active EE

$1,382-100.0%

$1,041-100.0%

$4,662-100.0%

Participant deferral / active EE

$2,624-100.0%

$1,954-100.0%

$6,690-100.0%

Admin fee / account holder

$243

$3,328-92.7%

$2,827-91.4%

$13,392-98.2%

BRUNO'S HOAGIES, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRUNO'S HOAGIES, INC. 401K 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