Retirement plan

SIERRA HYDROGRAPHICS 401(K) PLAN

Name: SIERRA HYDROGRAPHICS - SIERRA HYDROGRAPHICS 401(K) PLAN (2024) Form 5500
Creator: SIERRA HYDROGRAPHICS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIERRA HYDROGRAPHICS 401(K) PLAN, SIERRA HYDROGRAPHICS

SIERRA HYDROGRAPHICSEIN 26-4601808Plan #001PY 2024

42163 BALD MOUNTAIN ROAD - AUBERRY, CA 93602559-855-4420sierrahydrographics.comLinkedIn11-50 employeesenvironmental services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+21.0% from 2023

Total participants

+12.5% from 2023

Average account balance

$239,236

+21.0% from 2023

Annual return

12.72%

-4.18 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 codes2E2J2F2G3D

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.
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).

Expense breakdown

Schedule H Part II

Admin total

$1K

$142 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.067%

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

$239,236

$160,070+49.5%

$147,117+62.6%

$145,897+64.0%

Participation rate

88.9%

84.0%+4.9pp

82.2%+6.7pp

80.3%+8.6pp

Annual return

12.72%

98.69%-86.0pp

420.54%-407.8pp

552.29%-539.6pp

Employer contribution / active EE

$4,461

$5,285-15.6%

$4,932-9.5%

$4,663-4.3%

Participant deferral / active EE

$10,174

$8,419+20.8%

$8,065+26.2%

$6,689+52.1%

Admin fee / account holder

$160

$15,035-98.9%

$12,993-98.8%

$13,390-98.8%

SIERRA HYDROGRAPHICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIERRA HYDROGRAPHICS 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