Retirement plan

EDMUND T. AHEE JEWELRY COMPANY EMPLOYEES' PROFIT / SHARING 401(K) PLAN

Name: EDMUND T. AHEE JEWELRY COMPANY - EDMUND T. AHEE JEWELRY COMPANY EMPLOYEES' PROFIT / SHARING 401(K) PLAN (2024) Form 5500
Creator: EDMUND T. AHEE JEWELRY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDMUND T. AHEE JEWELRY COMPANY EMPLOYEES' PROFIT / SHARING 401(K) PLAN, EDMUND T. AHEE JEWELRY COMPANY

EDMUND T. AHEE JEWELRY COMPANYEIN 38-1900606Plan #001PY 2024

20139 MACK AVENUE - GROSSE POINTE WOODS, MI 48236313-886-4600LinkedIn11-50 employeesluxury goods & jewelry

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

+5.4% from 2023

Total participants

0.0% from 2023

Average account balance

$215,750

+9.6% from 2023

Annual return

19.44%

+8.25 pp from 2023

Benchmarks

See 9,342 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,342 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.28M

Not enough data

1 years with asset history on file

Average account balance

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

$251K

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$337K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1775

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 codes2E2F2G2J2T3D

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.

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

$1.0M

$41196 / participant

Other / not subdivided$1M100.0%

% of EOY assets

19.095%

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

$215,750

$71,208+203.0%

$93,681+130.3%

$80,911+166.7%

Participation rate

92.0%

60.4%+31.6pp

68.7%+23.3pp

67.6%+24.4pp

Annual return

19.44%

11.27%+8.2pp

133.47%-114.0pp

35.63%-16.2pp

Employer contribution / active EE

$3,908

$1,564+149.8%

$2,422+61.3%

$2,756+41.8%

Participant deferral / active EE

$8,410

$4,035+108.4%

$4,415+90.5%

$4,297+95.7%

Admin fee / account holder

$41,196

$6,951+492.7%

$8,290+396.9%

$6,935+494.1%

EDMUND T. AHEE JEWELRY COMPANY EMPLOYEES' PROFIT / SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDMUND T. AHEE JEWELRY COMPANY EMPLOYEES' PROFIT / SHARING 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