Retirement plan

COMPLETE CUSTOMS SERVICE RETIREMENT PLAN

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

COMPLETE CUSTOMS SERVICEEIN 26-2810484Plan #001PY 2024

901 S. FREMONT AVE., #258 - ALHAMBRA, CA 91803626-570-6788

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$459K

+30.5% from 2023

Total participants

0.0% from 2023

Average account balance

$91,809

+30.5% from 2023

Annual return

8.85%

-6.17 pp from 2023

Benchmarks

See 9,725 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$459K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+8.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$91,809

$90,691+1.2%

$76,119+20.6%

$145,884-37.1%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

8.85%

624.52%-615.7pp

361.25%-352.4pp

551.85%-543.0pp

Employer contribution / active EE

$5,654

$3,329+69.8%

$2,693+110.0%

$4,662+21.3%

Participant deferral / active EE

$13,378

$5,167+158.9%

$4,259+214.1%

$6,690+100.0%

Admin fee / account holder

$8,383-100.0%

$6,421-100.0%

$13,392-100.0%

COMPLETE CUSTOMS SERVICE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COMPLETE CUSTOMS SERVICE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion