Retirement plan

GMTO CORPORATION RETIREMENT PLAN

Name: GMTO CORPORATION - GMTO CORPORATION RETIREMENT PLAN (2024) Form 5500
Creator: GMTO CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GMTO CORPORATION RETIREMENT PLAN, GMTO CORPORATION

GMTO CORPORATIONEIN 26-2637707Plan #001PY 2024

300 N. LAKE AVENUE, 14TH FLOOR - PASADENA, CA 91101626-204-0552

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$36.2M

+19.2% from 2023

Total participants

133

-6.3% from 2023

Average account balance

$272,471

+27.3% from 2023

Annual return

14.84%

-4.57 pp from 2023

Benchmarks

See 28,939 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,939 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$36.24M

Not enough data

1 years with asset history on file

Average account balance

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

$272K

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.

133

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

$3.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+14.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656	Advisory (Plan)	$18,000
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 84-1455663	Recordkeeping Fees	$420

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$18K

$230 / participant

Contract admin$18K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HOLTHOUSE CARLIN & VAN TRIGT LLP
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$272,471

$102,317+166.3%

$146,958+85.4%

$80,856+237.0%

Participation rate

100.0%

75.8%+24.2pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

14.84%

134.76%-119.9pp

418.34%-403.5pp

35.59%-20.8pp

Employer contribution / active EE

$30,948

$3,713+733.5%

$4,933+527.4%

$2,755+1023.4%

Participant deferral / active EE

$12,089

$6,644+82.0%

$8,070+49.8%

$4,296+181.4%

Admin fee / account holder

$135

$7,941-98.3%

$12,998-99.0%

$6,918-98.0%

Provider

Service type

Compensation

NFP RETIREMENT INC3 years

Service code 27

120 VANTIS STE 400 · ALISO VIEJO, CA 92656

Advisory (Plan)

$18,000

MORGAN STANLEY SMITH BARNEY6 years

Filed as: JP MORGAN INVEST HOLDINGS LLC

Service code 64 · EIN 84-1455663

Recordkeeping Fees

$420

GMTO CORPORATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GMTO CORPORATION 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