Retirement plan

ORANGE BARREL MEDIA, LLC 401(K) PLAN

Name: ORANGE BARREL MEDIA, LLC - ORANGE BARREL MEDIA, LLC 401(K) PLAN (2024) Form 5500
Creator: ORANGE BARREL MEDIA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORANGE BARREL MEDIA, LLC 401(K) PLAN, ORANGE BARREL MEDIA, LLC

ORANGE BARREL MEDIA, LLCEIN 42-1636136Plan #001PY 2024

250 NORTH HARTFORD AVE. - COLUMBUS, OH 43222866-676-2871orangebarrelmedia.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.3M

+47.1% from 2023

Total participants

159

+10.4% from 2023

Average account balance

$61,066

+26.0% from 2023

Annual return

17.42%

-12.83 pp from 2023

Benchmarks

See 6,285 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,285 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.34M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

153

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE1 year Service code 15 · EIN 31-4417710 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$2,121
IRON-CO-FID-COMPREHENSIVE1 year Filed as: IRON FINANCIAL Service code 27 · EIN 99-9552241	Advisory (Plan)	$1,436
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156810	Recordkeeping	$359
EDWARD JONES1 year Filed as: EDWARD DA SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085	Advisory (Plan)	$176

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$69 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.093%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: REA & ASSOCIATES
Auditor EIN: 341310124
Audit fees: $8,643
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,066

$101,591-39.9%

$147,096-58.5%

$74,429-18.0%

Participation rate

95.2%

75.5%+19.7pp

82.2%+13.0pp

67.2%+28.0pp

Annual return

17.42%

8746.45%-8729.0pp

419.75%-402.3pp

1368.38%-1351.0pp

Employer contribution / active EE

$5,881

$3,813+54.2%

$4,936+19.1%

$2,625+124.0%

Participant deferral / active EE

$10,084

$7,302+38.1%

$8,071+24.9%

$4,348+131.9%

Admin fee / account holder

$56

$1,750-96.8%

$13,005-99.6%

$1,944-97.1%

Provider

Service type

Compensation

NATIONWIDE1 year

Service code 15 · EIN 31-4417710

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$2,121

IRON-CO-FID-COMPREHENSIVE1 year

Filed as: IRON FINANCIAL

Service code 27 · EIN 99-9552241

Advisory (Plan)

$1,436

NATIONWIDE1 year

Filed as: NATIONWIDE LIFE INSURANCE

Service code 15 · EIN 31-4156810

Recordkeeping

$359

EDWARD JONES1 year

Filed as: EDWARD DA SOMMER

Service code 27

300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085

Advisory (Plan)

$176

ORANGE BARREL MEDIA, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORANGE BARREL MEDIA, LLC 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