Retirement plan

US COMTECH, INC. 401(K) PLAN

Name: US COMTECH, INC. - US COMTECH, INC. 401(K) PLAN (2024) Form 5500
Creator: US COMTECH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, US COMTECH, INC. 401(K) PLAN, US COMTECH, INC.

US COMTECH, INC.EIN 43-2009457Plan #003PY 2024

9601 INTERNATIONAL BLVD. - PHARR, TX 78577956-519-6072uscomtech.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$163K

+61.8% from 2023

Total participants

0.0% from 2023

Average account balance

$27,102

+61.8% from 2023

Annual return

12.46%

-10.97 pp from 2023

Benchmarks

See 23,012 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort23,012 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$163K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.46%

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

0 tripped

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

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

$27,102

$117,829-77.0%

$102,423-73.5%

$145,877-81.4%

Participation rate

85.7%

78.6%+7.1pp

76.5%+9.2pp

80.3%+5.4pp

Annual return

12.46%

31.83%-19.4pp

29.42%-17.0pp

551.28%-538.8pp

Employer contribution / active EE

$3,543

$3,615-2.0%

$3,023+17.2%

$4,663-24.0%

Participant deferral / active EE

$3,543

$5,732-38.2%

$5,054-29.9%

$6,691-47.0%

Admin fee / account holder

$13,335-100.0%

$9,455-100.0%

$13,402-100.0%

US COMTECH, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

US COMTECH, INC. 401(K) 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