Retirement plan

IDEPO 401(K) PLAN

Name: ZUMIZI CORP., DBA IDEPO REPORTERS - IDEPO 401(K) PLAN (2024) Form 5500
Creator: ZUMIZI CORP., DBA IDEPO REPORTERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IDEPO 401(K) PLAN, ZUMIZI CORP., DBA IDEPO REPORTERS

ZUMIZI CORP., DBA IDEPO REPORTERSEIN 46-2145236Plan #001PY 2024

898 N. PACIFIC COAST HIGHWAY, SUITE 475 - EL SEGUNDO, CA 90245323-393-3768

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$70K

+67.5% from 2023

Total participants

0.0% from 2023

Average account balance

$10,071

+67.5% from 2023

Annual return

12.18%

-16.89 pp from 2023

Benchmarks

See 19,366 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,366 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$70K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

58.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$211

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 codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$123 / participant

Other / not subdivided$1K100.0%

% of EOY assets

2.095%

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

$10,071

$100,203-89.9%

$85,240-88.2%

$145,897-93.1%

Participation rate

58.3%

74.1%-15.8pp

67.5%-9.2pp

80.3%-22.0pp

Annual return

12.18%

84.28%-72.1pp

66.75%-54.6pp

552.29%-540.1pp

Employer contribution / active EE

$3,242-100.0%

$2,735-100.0%

$4,663-100.0%

Participant deferral / active EE

$1,940

$5,299-63.4%

$4,527-57.2%

$6,689-71.0%

Admin fee / account holder

$211

$7,265-97.1%

$6,165-96.6%

$13,390-98.4%

IDEPO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IDEPO 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