Retirement plan

JJ&J LANDSCAPE MANAGEMENT INC 401K PLAN

Name: JJ&J LANDSCAPE MANAGEMENT INC - JJ&J LANDSCAPE MANAGEMENT INC 401K PLAN (2024) Form 5500
Creator: JJ&J LANDSCAPE MANAGEMENT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JJ&J LANDSCAPE MANAGEMENT INC 401K PLAN, JJ&J LANDSCAPE MANAGEMENT INC

JJ&J LANDSCAPE MANAGEMENT INCEIN 27-1968768Plan #001PY 2024

43456 ELLSWORTH STREET, #3189 - FREMONT, CA 94539510-396-6945

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$117K

+278.2% from 2023

Total participants

+27.3% from 2023

Average account balance

$29,140

+278.2% from 2023

Annual return

23.86%

-55.93 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$225K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$327

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 codes2E2F2G2J2T3D

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.
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

$516

$37 / participant

Other / not subdivided$516100.0%

% of EOY assets

0.443%

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

$29,140

$88,702-67.1%

$81,780-64.4%

$145,978-80.0%

Participation rate

28.6%

75.0%-46.5pp

72.4%-43.8pp

80.3%-51.7pp

Annual return

23.86%

1029.12%-1005.3pp

776.27%-752.4pp

550.52%-526.7pp

Employer contribution / active EE

$923

$3,084-70.1%

$2,914-68.3%

$4,662-80.2%

Participant deferral / active EE

$4,676

$4,645+0.7%

$4,321+8.2%

$6,690-30.1%

Admin fee / account holder

$129

$8,414-98.5%

$7,384-98.3%

$13,400-99.0%

JJ&J LANDSCAPE MANAGEMENT INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JJ&J LANDSCAPE MANAGEMENT INC 401K 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