Retirement plan

SCRATCH & PECK FEED 401(K) PLAN

Name: SCRATCH AND PECK, LLC - SCRATCH & PECK FEED 401(K) PLAN (2023) Form 5500
Creator: SCRATCH AND PECK, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCRATCH & PECK FEED 401(K) PLAN, SCRATCH AND PECK, LLC

SCRATCH AND PECK, LLCEIN 27-3030784Plan #001PY 2023

872 N HILL BLVD - BURLINGTON, WA 982334640360-483-4510scratchandpeck.comLinkedIn11-50 employeesfood production

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+41.4% from 2022

Total participants

-3.1% from 2022

Average account balance

$38,176

+13.1% from 2022

Annual return

23.02%

+42.39 pp from 2022

Benchmarks

See 6,332 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,332 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

152.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$232K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$915

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 codes2E2G2J3D2T

Plan features

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$329 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.690%

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

$38,176

$141,004-72.9%

$112,273-66.0%

$139,466-72.6%

Participation rate

95.8%

79.2%+16.6pp

72.4%+23.4pp

80.3%+15.5pp

Annual return

23.02%

32.75%-9.7pp

30.23%-7.2pp

373.66%-350.6pp

Employer contribution / active EE

$2,042

$4,285-52.3%

$3,431-40.5%

$4,754-57.0%

Participant deferral / active EE

$4,754

$5,878-19.1%

$4,800-1.0%

$6,712-29.2%

Admin fee / account holder

$263

$9,959-97.4%

$7,752-96.6%

$11,409-97.7%

SCRATCH & PECK FEED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCRATCH & PECK FEED 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