Retirement plan

GRANDSTONE INT'L INC. RETIREMENT PLAN

Name: GRANDSTONE INTERNATIONAL INC. - GRANDSTONE INT'L INC. RETIREMENT PLAN (2022) Form 5500
Creator: GRANDSTONE INTERNATIONAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRANDSTONE INT'L INC. RETIREMENT PLAN, GRANDSTONE INTERNATIONAL INC.

GRANDSTONE INTERNATIONAL INC.EIN 33-0595068Plan #002PY 2022

1400 S. ORANGE AVE. - MONTEREY PARK, CA 91755626-288-2868

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+74.0% from 2019

Total participants

+50.0% from 2019

Average account balance

$363,565

+16.0% from 2019

Annual return

20.70%

+16.98 pp from 2019

Benchmarks

See 9,014 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,014 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$430K

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

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

-0.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$363,565

$106,557+241.2%

$91,227+298.5%

$134,545+170.2%

Participation rate

100.0%

76.8%+23.2pp

73.2%+26.8pp

81.2%+18.8pp

Annual return

20.70%

160.81%-140.1pp

114.14%-93.4pp

418.37%-397.7pp

Employer contribution / active EE

$3,940

$3,332+18.2%

$2,851+38.2%

$4,742-16.9%

Participant deferral / active EE

$18,000

$4,719+281.4%

$4,234+325.1%

$6,401+181.2%

Admin fee / account holder

$6,235-100.0%

$5,423-100.0%

$11,431-100.0%

GRANDSTONE INT'L INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GRANDSTONE INT'L INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion