Retirement plan

ALMAVIVA MANAGEMENT SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

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

ALMAVIVA MANAGEMENT SERVICES CORPORATIONEIN 45-3968451Plan #002PY 2024

765 N. TARGET RANGE ROAD - NOGALES, AZ 85621520-980-0907LinkedIn1-10 employeesmanagement consulting

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+9.9% from 2023

Total participants

0.0% from 2023

Average account balance

$526,361

+9.9% from 2023

Annual return

2.69%

+0.35 pp from 2023

Benchmarks

See 19,410 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,410 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$526K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.69%

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$526,361

$100,073+426.0%

$85,126+518.3%

$145,877+260.8%

Participation rate

0.0%

74.1%-74.1pp

67.5%-67.5pp

80.3%-80.3pp

Annual return

2.69%

84.11%-81.4pp

66.63%-63.9pp

551.28%-548.6pp

Employer contribution / active EE

$3,236-100.0%

$2,731-100.0%

$4,663-100.0%

Participant deferral / active EE

$5,294-100.0%

$4,523-100.0%

$6,691-100.0%

Admin fee / account holder

$7,261-100.0%

$6,160-100.0%

$13,402-100.0%

ALMAVIVA MANAGEMENT SERVICES CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALMAVIVA MANAGEMENT SERVICES CORPORATION 401(K) PROFIT SHARING 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