Retirement plan

JAKE'S COUNTRY TRADING POST RETIREMENT PLAN

Name: JAKE'S COUNTRY TRADING POST, INC. - JAKE'S COUNTRY TRADING POST RETIREMENT PLAN (2024) Form 5500
Creator: JAKE'S COUNTRY TRADING POST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAKE'S COUNTRY TRADING POST RETIREMENT PLAN, JAKE'S COUNTRY TRADING POST, INC.

JAKE'S COUNTRY TRADING POST, INC.EIN 23-3018466Plan #001PY 2024

2954 LINCOLN HIGHWAY EAST - GORDONVILLE, PA 175299525717-687-8980jakesctp.comLinkedIn1-10 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+16.2% from 2023

Total participants

0.0% from 2023

Average account balance

$134,724

+16.2% from 2023

Annual return

10.55%

-8.63 pp from 2023

Benchmarks

See 10,342 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,342 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.48M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

+10.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3402

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

$37K

$3743 / participant

Other / not subdivided$37K100.0%

% of EOY assets

2.525%

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

$134,724

$109,908+22.6%

$97,161+38.7%

$145,978-7.7%

Participation rate

100.0%

75.9%+24.1pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

10.55%

243.80%-233.3pp

75.36%-64.8pp

550.52%-540.0pp

Employer contribution / active EE

$1,664

$3,077-45.9%

$2,723-38.9%

$4,662-64.3%

Participant deferral / active EE

$9,312

$4,679+99.0%

$4,265+118.3%

$6,690+39.2%

Admin fee / account holder

$3,402

$6,213-45.2%

$5,647-39.8%

$13,400-74.6%

JAKE'S COUNTRY TRADING POST RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAKE'S COUNTRY TRADING POST RETIREMENT 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