Retirement plan

PILLOW'S FUNTRACKERS 401(K) PLAN

Name: WHITTLE ENTERPRISES, INC. DBA PILLOW'S FUNTRACKERS - PILLOW'S FUNTRACKERS 401(K) PLAN (2023) Form 5500
Creator: WHITTLE ENTERPRISES, INC. DBA PILLOW'S FUNTRACKERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PILLOW'S FUNTRACKERS 401(K) PLAN, WHITTLE ENTERPRISES, INC. DBA PILLOW'S FUNTRACKERS

WHITTLE ENTERPRISES, INC. DBA PILLOW'S FUNTRACKERSEIN 27-1454733Plan #001PY 2023

101 CARRIZO CANYON ROAD - RUIDOSO, NM 88345575-257-3275

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$266K

+75.4% from 2022

Total participants

0.0% from 2022

Average account balance

$66,579

+75.4% from 2022

Annual return

23.88%

+44.46 pp from 2022

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$369K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+20.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$465

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 codes2E2F2G2J3D

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$80

$20 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.030%

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

$66,579

$156,963-57.6%

$121,204-45.1%

$139,466-52.3%

Participation rate

75.0%

76.5%-1.5pp

69.5%+5.5pp

80.3%-5.3pp

Annual return

23.88%

1476.75%-1452.9pp

987.18%-963.3pp

373.66%-349.8pp

Employer contribution / active EE

$5,544-100.0%

$4,170-100.0%

$4,754-100.0%

Participant deferral / active EE

$19,550

$4,848+303.2%

$4,083+378.8%

$6,712+191.3%

Admin fee / account holder

$20

$6,953-99.7%

$5,651-99.6%

$11,409-99.8%

PILLOW'S FUNTRACKERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PILLOW'S FUNTRACKERS 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