Retirement plan

GRILLING.GURU, INC. 401(K) PROFIT SHARING PLAN

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

GRILLING.GURU, INC.EIN 45-1562945Plan #001PY 2024

3601 PRAIRIE AVENUE - BROOKFIELD, IL 60513312-842-5191

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$498K

+16.8% from 2023

Total participants

0.0% from 2023

Average account balance

$248,995

+16.8% from 2023

Annual return

13.22%

-6.67 pp from 2023

Benchmarks

See 14,005 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,005 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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

$22K

$10931 / participant

Other / not subdivided$22K100.0%

% of EOY assets

4.390%

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

$248,995

$76,519+225.4%

$56,025+344.4%

$145,897+70.7%

Participation rate

100.0%

63.2%+36.8pp

52.5%+47.5pp

80.3%+19.7pp

Annual return

13.22%

3017.03%-3003.8pp

1712.69%-1699.5pp

552.29%-539.1pp

Employer contribution / active EE

$1,200

$1,383-13.3%

$1,042+15.2%

$4,663-74.3%

Participant deferral / active EE

$15,000

$2,624+471.6%

$1,955+667.5%

$6,689+124.2%

Admin fee / account holder

$10,931

$3,331+228.2%

$2,828+286.5%

$13,390-18.4%

GRILLING.GURU, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRILLING.GURU, INC. 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