Retirement plan

MILLER'S LANDING RESORT, INC. 401K & PROFIT SHARING PLAN

Name: MILLER'S LANDING RESORT, INC. - MILLER'S LANDING RESORT, INC. 401K & PROFIT SHARING PLAN (2024) Form 5500
Creator: MILLER'S LANDING RESORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER'S LANDING RESORT, INC. 401K & PROFIT SHARING PLAN, MILLER'S LANDING RESORT, INC.

MILLER'S LANDING RESORT, INC.EIN 46-1630764Plan #002PY 2024

33360 ROAD 221 - NORTH FORK, CA 93643559-760-4699millerslanding.comLinkedIn51-200 employeesleisure, travel & tourism

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+26.6% from 2023

Total participants

-9.1% from 2023

Average account balance

$135,228

+39.3% from 2023

Annual return

9.48%

+0.83 pp from 2023

Benchmarks

See 14,016 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,016 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+9.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1170

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 codes2E2F2J2R3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$12K

$1950 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.865%

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

$135,228

$76,522+76.7%

$56,033+141.3%

$145,884-7.3%

Participation rate

100.0%

63.2%+36.8pp

52.5%+47.5pp

80.3%+19.7pp

Annual return

9.48%

3014.28%-3004.8pp

1711.38%-1701.9pp

551.85%-542.4pp

Employer contribution / active EE

$20,314

$1,382+1369.6%

$1,041+1851.6%

$4,662+335.7%

Participant deferral / active EE

$10,167

$2,624+287.5%

$1,954+420.3%

$6,690+52.0%

Admin fee / account holder

$1,170

$3,328-64.9%

$2,827-58.6%

$13,392-91.3%

MILLER'S LANDING RESORT, INC. 401K & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLER'S LANDING RESORT, INC. 401K & PROFIT SHARING 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