Retirement plan

MANDIA INTERNATIONAL TRADING CORP. 401(K) PLAN

Name: MANDIA INTERNATIONAL TRADING CORP. - MANDIA INTERNATIONAL TRADING CORP. 401(K) PLAN (2023) Form 5500
Creator: MANDIA INTERNATIONAL TRADING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANDIA INTERNATIONAL TRADING CORP. 401(K) PLAN, MANDIA INTERNATIONAL TRADING CORP.

MANDIA INTERNATIONAL TRADING CORP.EIN 27-1481849Plan #001PY 2023

75 WURZ AVE. - UTICA, NY 13502315-765-0119

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+41.6% from 2022

Total participants

+38.5% from 2022

Average account balance

$45,669

+2.3% from 2022

Annual return

26.51%

+47.14 pp from 2022

Benchmarks

See 9,213 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,213 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.37M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

147.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$270K

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

+27.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$332

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$331 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.503%

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

$45,669

$91,525-50.1%

$130,026-64.9%

$75,181-39.3%

Participation rate

100.0%

71.4%+28.6pp

78.5%+21.5pp

67.2%+32.8pp

Annual return

26.51%

-631.40%+657.9pp

-137.26%+163.8pp

160.69%-134.2pp

Employer contribution / active EE

$2,373

$2,844-16.6%

$4,321-45.1%

$2,671-11.1%

Participant deferral / active EE

$4,644

$4,342+7.0%

$5,821-20.2%

$4,126+12.6%

Admin fee / account holder

$230

$6,778-96.6%

$10,608-97.8%

$5,650-95.9%

MANDIA INTERNATIONAL TRADING CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANDIA INTERNATIONAL TRADING CORP. 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