Retirement plan

CARDENAS ENTERPRISES RETIREMENT PLAN

Name: CARDENAS ENTERPRISES, INC. - CARDENAS ENTERPRISES RETIREMENT PLAN (2019) Form 5500
Creator: CARDENAS ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARDENAS ENTERPRISES RETIREMENT PLAN, CARDENAS ENTERPRISES, INC.

CARDENAS ENTERPRISES, INC.EIN 45-5499313Plan #001PY 2019

3431 ROCKY SPRINGS CT - MARIETTA, GA 30062678-596-6900LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$545K

+1035.1% from 2018

Total participants

0.0% from 2018

Average account balance

$545,233

+1035.1% from 2018

Annual return

1035.07%

+1085.87 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$77K

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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

Not enough data

0 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

-4.02%

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 codes2E2G2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$21

$21 / participant

Other / not subdivided$21100.0%

% of EOY assets

0.004%

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

$545,233

$103,038+429.2%

$90,324+503.6%

$152,909+256.6%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

1035.07%

95.25%+939.8pp

78.15%+956.9pp

345.46%+689.6pp

Employer contribution / active EE

$3,141-100.0%

$2,856-100.0%

$4,764-100.0%

Participant deferral / active EE

$4,282-100.0%

$3,885-100.0%

$5,851-100.0%

Admin fee / account holder

$21

$6,177-99.7%

$5,356-99.6%

$11,601-99.8%

CARDENAS ENTERPRISES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARDENAS ENTERPRISES RETIREMENT 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