Retirement plan

M.G. DE ANZA ACQUISITION, INC. 401(K) PROFIT SHARING PLAN

Name: M.G. DE ANZA ACQUISITION, INC. - M.G. DE ANZA ACQUISITION, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: M.G. DE ANZA ACQUISITION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M.G. DE ANZA ACQUISITION, INC. 401(K) PROFIT SHARING PLAN, M.G. DE ANZA ACQUISITION, INC.

M.G. DE ANZA ACQUISITION, INC.EIN 33-0572091Plan #001PY 2021

4010 GARNER ROAD - RIVERSIDE, CA 92501951-683-3080

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

+16.8% from 2020

Total participants

0.0% from 2020

Average account balance

$382,087

+16.8% from 2020

Annual return

14.40%

+1.57 pp from 2020

Benchmarks

See 21,787 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,787 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.21M

Not enough data

1 years with asset history on file

Average account balance

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

$526K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

Not enough data

1 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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$241

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 codes2E2F2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$17K

$2394 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.487%

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

$382,087

$124,346+207.3%

$111,308+243.3%

$167,536+128.1%

Participation rate

100.0%

79.6%+20.4pp

77.3%+22.7pp

82.1%+17.9pp

Annual return

14.40%

37.45%-23.0pp

54.67%-40.3pp

478.82%-464.4pp

Employer contribution / active EE

$8,569

$3,437+149.3%

$2,732+213.7%

$4,839+77.1%

Participant deferral / active EE

$3,714

$5,182-28.3%

$4,487-17.2%

$6,342-41.4%

Admin fee / account holder

$1,862

$10,621-82.5%

$7,965-76.6%

$12,315-84.9%

M.G. DE ANZA ACQUISITION, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M.G. DE ANZA ACQUISITION, INC. 401(K) PROFIT SHARING 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