Retirement plan

DAYTON GARDEN LABELS 401(K) PLAN

Name: DAYTON FRUIT TREE LABEL - DAYTON GARDEN LABELS 401(K) PLAN (2024) Form 5500
Creator: DAYTON FRUIT TREE LABEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAYTON GARDEN LABELS 401(K) PLAN, DAYTON FRUIT TREE LABEL

DAYTON FRUIT TREE LABELEIN 31-0624879Plan #001PY 2024

1225 RAY STREET - DAYTON, OH 45404937-223-4650

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$493K

-24.6% from 2023

Total participants

0.0% from 2023

Average account balance

$123,182

-24.6% from 2023

Annual return

21.91%

+18.86 pp from 2023

Benchmarks

See 6,251 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,251 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$493K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+21.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$90276

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 codes2E3D2G2J2F2T3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

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

$361K

$90276 / participant

Other / not subdivided$361K100.0%

% of EOY assets

73.287%

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

$123,182

$150,435-18.1%

$120,580+2.2%

$145,897-15.6%

Participation rate

100.0%

78.8%+21.2pp

72.0%+28.0pp

80.3%+19.7pp

Annual return

21.91%

154.60%-132.7pp

107.48%-85.6pp

552.29%-530.4pp

Employer contribution / active EE

$2,095

$4,352-51.9%

$3,469-39.6%

$4,663-55.1%

Participant deferral / active EE

$10,871

$6,174+76.1%

$4,995+117.6%

$6,689+62.5%

Admin fee / account holder

$90,276

$12,182+641.0%

$9,418+858.5%

$13,390+574.2%

DAYTON GARDEN LABELS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAYTON GARDEN LABELS 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