Retirement plan

ERP INTEGRATED SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN

Name: ERP INTEGRATED SOLUTIONS, LLC - ERP INTEGRATED SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN (2024) Form 5500
Creator: ERP INTEGRATED SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERP INTEGRATED SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN, ERP INTEGRATED SOLUTIONS, LLC

ERP INTEGRATED SOLUTIONS, LLCEIN 26-2282334Plan #002PY 2024

1501 HUGHES WAY, SUITE 320 - LONG BEACH, CA 90810562-425-7800

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

+48.8% from 2023

Total participants

+62.3% from 2023

Average account balance

$32,832

-8.3% from 2023

Annual return

16.73%

-7.25 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.82M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

136.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$616K

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

+16.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$161

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 codes2G2J3D

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$14K

$220 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.490%

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

$32,832

$102,393-67.9%

$147,041-77.7%

$80,911-59.4%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

16.73%

134.95%-118.2pp

419.21%-402.5pp

35.63%-18.9pp

Employer contribution / active EE

$3,445

$3,715-7.3%

$4,935-30.2%

$2,756+25.0%

Participant deferral / active EE

$6,330

$6,647-4.8%

$8,071-21.6%

$4,297+47.3%

Admin fee / account holder

$161

$7,943-98.0%

$13,006-98.8%

$6,935-97.7%

ERP INTEGRATED SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERP INTEGRATED SOLUTIONS, LLC SAFE HARBOR 401(K) 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