Retirement plan

TRICE IMAGING, INC. 401(K) PLAN

Name: TRICE IMAGING, INC. - TRICE IMAGING, INC. 401(K) PLAN (2023) Form 5500
Creator: TRICE IMAGING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRICE IMAGING, INC. 401(K) PLAN, TRICE IMAGING, INC.

TRICE IMAGING, INC.EIN 27-2400631Plan #001PY 2023

1343 STRATFORD CT - DEL MAR, CA 920142327858-344-1531LinkedIn11-50 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+25.5% from 2022

Total participants

-3.2% from 2022

Average account balance

$81,522

+20.3% from 2022

Annual return

20.57%

+37.44 pp from 2022

Benchmarks

See 139,849 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,849 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.53M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

115.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$286K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1858

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

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

$183K

$8335 / participant

Other / not subdivided$183K100.0%

% of EOY assets

9.372%

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

$81,522

$148,582-45.1%

$135,942-40.0%

$139,456-41.5%

Participation rate

72.7%

83.9%-11.1pp

81.9%-9.2pp

80.3%-7.6pp

Annual return

20.57%

79.26%-58.7pp

68.28%-47.7pp

373.45%-352.9pp

Employer contribution / active EE

$2,969

$5,245-43.4%

$4,858-38.9%

$4,753-37.5%

Participant deferral / active EE

$8,859

$8,101+9.4%

$7,759+14.2%

$6,711+32.0%

Admin fee / account holder

$7,640

$12,402-38.4%

$10,764-29.0%

$11,407-33.0%

TRICE IMAGING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRICE IMAGING, INC. 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