Retirement plan

PLANTATION PRESTIGE COMMERCIAL FURNITURE 401K PLAN

Name: PLANTATION PRESTIGE COMMERCIAL FURNITURE LLC - PLANTATION PRESTIGE COMMERCIAL FURNITURE 401K PLAN (2025) Form 5500
Creator: PLANTATION PRESTIGE COMMERCIAL FURNITURE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLANTATION PRESTIGE COMMERCIAL FURNITURE 401K PLAN, PLANTATION PRESTIGE COMMERCIAL FURNITURE LLC

PLANTATION PRESTIGE COMMERCIAL FURNITURE LLCEIN 45-5228007Plan #001PY 2025

800 CORPORATE PARKWAY SUITE 108 - BIRMINGHAM, AL 35242205-593-4978LinkedIn1-10 employeesconsumer goods

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$405K

+96.9% from 2024

Total participants

0.0% from 2024

Average account balance

$44,987

No prior year

Annual return

27.32%

+12.39 pp from 2024

Benchmarks

See 4,952 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort4,952 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$405K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

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

+27.32%

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 codes2E2J2F2G3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$44,987

$254,759-82.3%

$216,567-79.2%

$198,609-77.3%

Participation rate

100.0%

84.5%+15.5pp

81.6%+18.4pp

82.4%+17.6pp

Annual return

27.32%

10.04%+17.3pp

12.94%+14.4pp

202.70%-175.4pp

Employer contribution / active EE

$4,824

$6,096-20.9%

$5,216-7.5%

$5,055-4.6%

Participant deferral / active EE

$11,067

$6,948+59.3%

$6,191+78.8%

$6,977+58.6%

Admin fee / account holder

$26,311-100.0%

$21,981-100.0%

$19,030-100.0%

PLANTATION PRESTIGE COMMERCIAL FURNITURE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PLANTATION PRESTIGE COMMERCIAL FURNITURE 401K 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