Retirement plan

G.I.A. PUBLICATIONS, INC. EMPLOYEES ' PROFIT SHARING PLAN AND TRUST

Name: G.I.A. PUBLICATIONS, INC. - G.I.A. PUBLICATIONS, INC. EMPLOYEES ' PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: G.I.A. PUBLICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G.I.A. PUBLICATIONS, INC. EMPLOYEES ' PROFIT SHARING PLAN AND TRUST, G.I.A. PUBLICATIONS, INC.

G.I.A. PUBLICATIONS, INC.EIN 36-6168747Plan #001PY 2024

7404 SOUTH MASON AVENUE - CHICAGO, IL 60638708-496-3800

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$15.4M

+20.2% from 2023

Total participants

124

+4.2% from 2023

Average account balance

$135,322

+4.4% from 2023

Annual return

19.10%

+3.48 pp from 2023

Benchmarks

See 3,221 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,221 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.43M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

114

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.

121.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$508K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3874

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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$442K

$4698 / participant

Other / not subdivided$442K100.0%

% of EOY assets

2.863%

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

$135,322

$77,472+74.7%

$100,392+34.8%

$80,935+67.2%

Participation rate

89.4%

76.9%+12.4pp

81.5%+7.9pp

67.7%+21.7pp

Annual return

19.10%

37.26%-18.2pp

49.45%-30.4pp

35.66%-16.6pp

Employer contribution / active EE

$2,128

$2,800-24.0%

$3,941-46.0%

$2,757-22.8%

Participant deferral / active EE

$3,280

$6,818-51.9%

$8,090-59.5%

$4,299-23.7%

Admin fee / account holder

$3,874

$5,885-34.2%

$7,904-51.0%

$6,924-44.1%

G.I.A. PUBLICATIONS, INC. EMPLOYEES ' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G.I.A. PUBLICATIONS, INC. EMPLOYEES ' PROFIT SHARING PLAN AND TRUST

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