Retirement plan

MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN

Name: MITCHELLS SALON AND DAY SPA, INC. - MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN (2025) Form 5500
Creator: MITCHELLS SALON AND DAY SPA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN, MITCHELLS SALON AND DAY SPA, INC.

MITCHELLS SALON AND DAY SPA, INC.EIN 31-1231972Plan #001PY 2025

7795 DISCOVERY DRIVE - WEST CHESTER, OH 45069513-759-3181

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$11.6M

+12.9% from 2024

Total participants

332

+6.1% from 2024

Average account balance

$48,907

-1.8% from 2024

Annual return

16.26%

+0.08 pp from 2024

Benchmarks

See 311 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort311 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.64M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

238

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.

65.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$528K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MMA SECURITIES LLC6 years Filed as: NIA SECURITIES LLC Service code 99 · EIN 22-3570392	Other Fees	$17,107
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176	Other Fees	$9,422

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$3K

$13 / participant

Contract admin$3K79.3%
Other / not subdivided$70020.7%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ATLAS CPAS & ADVISORS, PLLC
Auditor EIN: 464296959
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,907

$51,878-5.7%

$68,368-28.5%

$79,634-38.6%

Participation rate

65.2%

53.7%+11.5pp

73.8%-8.6pp

62.5%+2.7pp

Annual return

16.26%

137.43%-121.2pp

292.57%-276.3pp

36.46%-20.2pp

Employer contribution / active EE

$1,931-100.0%

$2,649-100.0%

$2,529-100.0%

Participant deferral / active EE

$1,955

$2,577-24.2%

$4,123-52.6%

$3,835-49.0%

Admin fee / account holder

$14

$942-98.5%

$5,150-99.7%

$1,002-98.6%

Provider

Service type

Compensation

MMA SECURITIES LLC6 years

Filed as: NIA SECURITIES LLC

Service code 99 · EIN 22-3570392

Other Fees

$17,107

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA INVESTMENT ADVISERS LLC

Service code 99 · EIN 36-3258176

Other Fees

$9,422

MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MITCHELL'S SALON AND DAY SPA, 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