Retirement plan

HAE DONG LLC 401K PLAN

Name: HAE DONG LLC OSAKA SUSHI JAPANESE RESTAURANT - HAE DONG LLC 401K PLAN (2025) Form 5500
Creator: HAE DONG LLC OSAKA SUSHI JAPANESE RESTAURANT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAE DONG LLC 401K PLAN, HAE DONG LLC OSAKA SUSHI JAPANESE RESTAURANT

HAE DONG LLC OSAKA SUSHI JAPANESE RESTAURANTEIN 46-2722530Plan #001PY 2025

918 HERITAGE PARK BLVD STE 300 - LAYTON, UT 840415634801-540-2892

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$526K

+45.8% from 2024

Total participants

0.0% from 2024

Average account balance

No prior year

Annual return

22.03%

+5.71 pp from 2024

Benchmarks

See 12,498 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,498 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$526K

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+22.03%

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 codes2J2G2E

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$1019 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.582%

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

$67,823-100.0%

$52,425-100.0%

$137,256-100.0%

Participation rate

0.0%

63.9%-63.9pp

55.6%-55.6pp

80.0%-80.0pp

Annual return

22.03%

219.11%-197.1pp

302.12%-280.1pp

220.34%-198.3pp

Employer contribution / active EE

$22,833

$1,163+1863.4%

$914+2397.6%

$4,156+449.4%

Participant deferral / active EE

$5,767

$2,288+152.0%

$1,790+222.1%

$6,407-10.0%

Admin fee / account holder

$2,844-100.0%

$2,495-100.0%

$12,270-100.0%

HAE DONG LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAE DONG LLC 401K 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