Retirement plan

CAMP ORENDA, INC. 401K PLAN

Name: CAMP ORENDA, INC. - CAMP ORENDA, INC. 401K PLAN (2023) Form 5500
Creator: CAMP ORENDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMP ORENDA, INC. 401K PLAN, CAMP ORENDA, INC.

CAMP ORENDA, INC.EIN 45-2192987Plan #001PY 2023

90 ARMSTRONG RD - JOHNSBURG, NY 12843518-251-5001camporenda.comLinkedIn11-50 employeeshospitality

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$67K

+28.4% from 2022

Total participants

0.0% from 2022

Average account balance

$22,221

+28.4% from 2022

Annual return

19.39%

+41.10 pp from 2022

Benchmarks

See 12,888 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,888 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$121K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$246

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$594

$198 / participant

Other / not subdivided$594100.0%

% of EOY assets

0.891%

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

$22,221

$81,763-72.8%

$58,561-62.1%

$139,466-84.1%

Participation rate

100.0%

61.3%+38.7pp

50.9%+49.1pp

80.3%+19.7pp

Annual return

19.39%

7427.77%-7408.4pp

4251.33%-4231.9pp

373.66%-354.3pp

Employer contribution / active EE

$898

$1,398-35.7%

$1,053-14.7%

$4,754-81.1%

Participant deferral / active EE

$667

$2,555-73.9%

$1,923-65.3%

$6,712-90.1%

Admin fee / account holder

$198

$3,273-94.0%

$2,520-92.1%

$11,409-98.3%

CAMP ORENDA, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMP ORENDA, INC. 401K 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