Retirement plan

LEVAIN BAKERY COOKIE COMPANY, LLC PROFIT SHARING

Name: LEVAIN BAKERY COOKIE COMPANY, LLC - LEVAIN BAKERY COOKIE COMPANY, LLC PROFIT SHARING (2020) Form 5500
Creator: LEVAIN BAKERY COOKIE COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEVAIN BAKERY COOKIE COMPANY, LLC PROFIT SHARING, LEVAIN BAKERY COOKIE COMPANY, LLC

LEVAIN BAKERY COOKIE COMPANY, LLCEIN 27-1291341Plan #001PY 2020

33 EAST 33RD ST. STE 1105 - NEW YORK, NY 10016646-455-0952levainbakery.comLinkedIn201-500 employeesfood & beverages

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+89.1% from 2019

Total participants

+108.1% from 2019

Average account balance

$23,131

-9.1% from 2019

Annual return

66.46%

+52.83 pp from 2019

Benchmarks

See 9,300 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,300 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.34M

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

471

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.

97.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$46K

$773 / participant

Other / not subdivided$46K100.0%

% of EOY assets

2.605%

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

$23,131

$65,034-64.4%

$90,970-74.6%

$79,856-71.0%

Participation rate

100.0%

61.6%+38.4pp

69.0%+31.0pp

69.6%+30.4pp

Annual return

66.46%

30.45%+36.0pp

134.60%-68.1pp

31.71%+34.7pp

Employer contribution / active EE

$1,297

$1,247+4.0%

$2,122-38.9%

$2,471-47.5%

Participant deferral / active EE

$3,036

$2,512+20.8%

$3,373-10.0%

$3,741-18.8%

Admin fee / account holder

$603

$4,536-86.7%

$5,961-89.9%

$5,306-88.6%

LEVAIN BAKERY COOKIE COMPANY, LLC PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEVAIN BAKERY COOKIE COMPANY, LLC PROFIT SHARING

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