Retirement plan

SYS-KOOL 401(K) PLAN

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

SYS-KOOL LLCEIN 27-0015553Plan #001PY 2024

11313 S 146TH ST - OMAHA, NE 68138402-597-1449LinkedIn1-10 employeesbusiness supplies and equipment

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$861K

+111.6% from 2023

Total participants

+12.5% from 2023

Average account balance

$31,900

+48.9% from 2023

Annual return

36.83%

+11.39 pp from 2023

Benchmarks

See 18,533 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,533 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$861K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

65.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$304K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+36.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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 codes2E2J2F2G3D3B2T

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$121 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.575%

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

$31,900

$81,487-60.9%

$102,412-68.9%

$80,935-60.6%

Participation rate

56.1%

66.8%-10.7pp

74.5%-18.4pp

67.7%-11.6pp

Annual return

36.83%

25.60%+11.2pp

24.94%+11.9pp

35.66%+1.2pp

Employer contribution / active EE

$2,043

$3,103-34.2%

$3,870-47.2%

$2,757-25.9%

Participant deferral / active EE

$5,377

$3,871+38.9%

$5,060+6.3%

$4,299+25.1%

Admin fee / account holder

$183

$6,717-97.3%

$8,388-97.8%

$6,924-97.4%

SYS-KOOL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SYS-KOOL 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