Retirement plan

WOODFIELD PROPERTIES INC. 401(K) PLAN

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

WOODFIELD PROPERTIES INC.EIN 30-1266522Plan #001PY 2023

678 BROADWAY - SONOMA, CA 95476707-996-3060

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$4K

+613.3% from 2022

Total participants

+14.3% from 2022

Average account balance

$589

+103.8% from 2022

Annual return

-29.07%

-29.07 pp from 2022

Benchmarks

See 12,893 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,893 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4K

Not enough data

1 years with asset history on file

Average account balance

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

$610

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$441

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

-81.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$538

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 codes2F2G2J2T3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$596

$119 / participant

Other / not subdivided$596100.0%

% of EOY assets

14.455%

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

$589

$81,749-99.3%

$58,544-99.0%

$139,456-99.6%

Participation rate

80.0%

61.3%+18.7pp

50.9%+29.1pp

80.3%-0.3pp

Annual return

-29.07%

7425.45%-7454.5pp

4249.56%-4278.6pp

373.45%-402.5pp

Employer contribution / active EE

$116

$1,398-91.7%

$1,053-89.0%

$4,753-97.6%

Participant deferral / active EE

$627

$2,555-75.5%

$1,923-67.4%

$6,711-90.7%

Admin fee / account holder

$85

$3,272-97.4%

$2,520-96.6%

$11,407-99.3%

WOODFIELD PROPERTIES INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOODFIELD PROPERTIES 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