Retirement plan

CBA WESTERN WAKE 401(K) PLAN

Name: YUN HOLDING GROUP, INC. DBA CBA WESTERN WAKE - CBA WESTERN WAKE 401(K) PLAN (2023) Form 5500
Creator: YUN HOLDING GROUP, INC. DBA CBA WESTERN WAKE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CBA WESTERN WAKE 401(K) PLAN, YUN HOLDING GROUP, INC. DBA CBA WESTERN WAKE

YUN HOLDING GROUP, INC. DBA CBA WESTERN WAKEEIN 46-1739063Plan #001PY 2023

8705 HOLLY SPRINGS ROAD - APEX, NC 27539919-900-8957

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$45K

No prior year

Total participants

No prior year

Average account balance

$4,123

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 41,854 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,854 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$147K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2248

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.

Expense breakdown

Schedule H Part II

Admin total

$595

$60 / participant

Other / not subdivided$595100.0%

% of EOY assets

1.312%

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

$4,123

$96,643-95.7%

$86,617-95.2%

$139,456-97.0%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

0.00%

106.57%-106.6pp

591.91%-591.9pp

373.45%-373.4pp

Employer contribution / active EE

$1,759

$3,264-46.1%

$3,023-41.8%

$4,753-63.0%

Participant deferral / active EE

$2,462

$4,835-49.1%

$4,437-44.5%

$6,711-63.3%

Admin fee / account holder

$54

$6,406-99.2%

$5,613-99.0%

$11,407-99.5%

CBA WESTERN WAKE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CBA WESTERN WAKE 401(K) 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