Retirement plan

MANAGEMENT ONE, LLC 401(K) PROFIT SHARING PLAN

Name: MANAGEMENT ONE, LLC - MANAGEMENT ONE, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: MANAGEMENT ONE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANAGEMENT ONE, LLC 401(K) PROFIT SHARING PLAN, MANAGEMENT ONE, LLC

MANAGEMENT ONE, LLCEIN 36-4214574Plan #001PY 2024

2100 E. SPEEDWAY BLVD, #41565 - TUCSON, AZ 85717520-878-0300management-one.comLinkedIn11-50 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$803K

+22.6% from 2023

Total participants

+14.3% from 2023

Average account balance

$53,514

+14.4% from 2023

Annual return

10.69%

-10.85 pp from 2023

Benchmarks

See 12,276 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,276 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$803K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5590

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$84K

$7622 / participant

Other / not subdivided$84K100.0%

% of EOY assets

10.445%

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

$53,514

$108,911-50.9%

$100,392-46.7%

$145,884-63.3%

Participation rate

90.9%

83.0%+7.9pp

81.5%+9.4pp

80.3%+10.6pp

Annual return

10.69%

58.23%-47.5pp

49.45%-38.8pp

551.85%-541.2pp

Employer contribution / active EE

$4,680

$4,420+5.9%

$3,941+18.7%

$4,662+0.4%

Participant deferral / active EE

$10,025

$8,459+18.5%

$8,090+23.9%

$6,690+49.9%

Admin fee / account holder

$5,590

$9,698-42.4%

$7,904-29.3%

$13,392-58.3%

MANAGEMENT ONE, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANAGEMENT ONE, LLC 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