Retirement plan

CLEM SNACKS INC 401K PROFIT SHARING PLAN

Name: CLEM NORTH JERSEY LLC - CLEM SNACKS INC 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: CLEM NORTH JERSEY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEM SNACKS INC 401K PROFIT SHARING PLAN, CLEM NORTH JERSEY LLC

CLEM NORTH JERSEY LLCEIN 27-2417657Plan #002PY 2025

5 EVANS ST - FAIRFIELD, NJ 070042223718-492-4818

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+12.2% from 2024

Total participants

-8.0% from 2024

Average account balance

$155,041

+21.9% from 2024

Annual return

13.46%

+0.43 pp from 2024

Benchmarks

See 11,179 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort11,179 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.57M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

164.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6606

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 codes2E2F2J3D

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).
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

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

$152K

$10852 / participant

Other / not subdivided$152K100.0%

% of EOY assets

4.261%

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

$155,041

$199,109-22.1%

$173,730-10.8%

$154,746+0.2%

Participation rate

100.0%

82.8%+17.2pp

79.6%+20.4pp

80.7%+19.3pp

Annual return

13.46%

20.02%-6.6pp

19.96%-6.5pp

172.34%-158.9pp

Employer contribution / active EE

$3,929

$5,311-26.0%

$4,577-14.2%

$4,379-10.3%

Participant deferral / active EE

$3,995

$7,113-43.8%

$6,326-36.9%

$6,730-40.6%

Admin fee / account holder

$6,606

$20,916-68.4%

$17,523-62.3%

$14,365-54.0%

CLEM SNACKS INC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLEM SNACKS INC 401K PROFIT SHARING 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