Retirement plan

TCJ ENDEAVORS INC. RETIREMENT PLAN

Name: TCJ ENDEAVORS INC. - TCJ ENDEAVORS INC. RETIREMENT PLAN (2025) Form 5500
Creator: TCJ ENDEAVORS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TCJ ENDEAVORS INC. RETIREMENT PLAN, TCJ ENDEAVORS INC.

TCJ ENDEAVORS INC.EIN 46-1603023Plan #001PY 2025

41407 ALBRAE ST. - FREMONT, CA 94538510-226-7900

Other plans on this EIN

1 filing

#002Retirement-$3.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$948K

+18.7% from 2024

Total participants

+14.3% from 2024

Average account balance

$118,485

+3.9% from 2024

Annual return

6.91%

-2.99 pp from 2024

Benchmarks

See 6,668 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort6,668 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$948K

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+6.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$256

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$293 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.216%

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

$118,485

$132,634-10.7%

$115,768+2.3%

$137,256-13.7%

Participation rate

100.0%

77.9%+22.1pp

74.4%+25.6pp

80.0%+20.0pp

Annual return

6.91%

160.70%-153.8pp

100.46%-93.5pp

220.34%-213.4pp

Employer contribution / active EE

$4,063

$3,360+20.9%

$2,940+38.2%

$4,156-2.2%

Participant deferral / active EE

$9,393

$5,619+67.2%

$4,917+91.0%

$6,407+46.6%

Admin fee / account holder

$256

$15,028-98.3%

$12,439-97.9%

$12,270-97.9%

TCJ ENDEAVORS INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TCJ ENDEAVORS INC. 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