Retirement plan

IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST

Name: IMMUNE TREE, INC - IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST (2024) Form 5500
Creator: IMMUNE TREE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST, IMMUNE TREE, INC

IMMUNE TREE, INCEIN 27-1746762Plan #004PY 2024

14512 CENTER POINT WAY, SUITE 100 - BLUFFDALE, UT 84065801-368-6744immunetree.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$2.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$738K

+29.5% from 2023

Total participants

+20.0% from 2023

Average account balance

$30,770

No prior year

Annual return

9.50%

-7.54 pp from 2023

Benchmarks

See 22,321 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,321 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$738K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

184.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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 codes2C2E2G2J3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

$3K

$249 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.439%

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

$30,770

$111,785-72.5%

$93,669-67.2%

$145,877-78.9%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

9.50%

203.79%-194.3pp

133.59%-124.1pp

551.28%-541.8pp

Employer contribution / active EE

$4,078

$3,096+31.7%

$2,424+68.3%

$4,663-12.5%

Participant deferral / active EE

$4,936

$4,919+0.4%

$4,416+11.8%

$6,691-26.2%

Admin fee / account holder

$135

$10,256-98.7%

$8,291-98.4%

$13,402-99.0%

IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMMUNE TREE, INC PROFIT SHARING 401(K) PLAN AND TRUST

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