Retirement plan

KNEE DEEP BREWING, LLC 401(K) PLAN

Name: KNEE DEEP BREWING COMPANY, LLC - KNEE DEEP BREWING, LLC 401(K) PLAN (2024) Form 5500
Creator: KNEE DEEP BREWING COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KNEE DEEP BREWING, LLC 401(K) PLAN, KNEE DEEP BREWING COMPANY, LLC

KNEE DEEP BREWING COMPANY, LLCEIN 27-2846890Plan #001PY 2024

13395 NEW AIRPORT RD STE H - AUBURN, CA 95602530-797-4677kneedeepbrewing.comLinkedIn51-200 employeesfood & beverages

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$21K

+9.7% from 2023

Total participants

-38.9% from 2023

Average account balance

$7,080

+9.7% from 2023

Annual return

9.73%

-5.94 pp from 2023

Benchmarks

See 4,448 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,448 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$115

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 codes2T2J2F2G3D3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$345

$43 / participant

Other / not subdivided$345100.0%

% of EOY assets

1.624%

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

$7,080

$100,279-92.9%

$81,353-91.3%

$145,884-95.1%

Participation rate

0.0%

74.3%-74.3pp

69.5%-69.5pp

80.3%-80.3pp

Annual return

9.73%

34.49%-24.8pp

24.82%-15.1pp

551.85%-542.1pp

Employer contribution / active EE

$2,979-100.0%

$2,464-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,611-100.0%

$3,885-100.0%

$6,690-100.0%

Admin fee / account holder

$115

$8,206-98.6%

$5,766-98.0%

$13,392-99.1%

KNEE DEEP BREWING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KNEE DEEP BREWING, LLC 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