Retirement plan

CHEER ATHLETICS BRANDS LLC 401(K) PLAN

Name: CHEER ATHLETICS BRANDS LLC - CHEER ATHLETICS BRANDS LLC 401(K) PLAN (2021) Form 5500
Creator: CHEER ATHLETICS BRANDS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHEER ATHLETICS BRANDS LLC 401(K) PLAN, CHEER ATHLETICS BRANDS LLC

CHEER ATHLETICS BRANDS LLCEIN 46-3969007Plan #001PY 2021

1300 E PLANO PKWY, STE C - PLANO, TX 75074801-232-1564

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+32.2% from 2020

Total participants

-14.2% from 2020

Average account balance

$19,968

+32.2% from 2020

Annual return

16.22%

-5.69 pp from 2020

Benchmarks

See 3,974 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,974 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

25.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+17.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4869

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

Top 1 by compensation

Provider	Service type	Compensation
SHEA LABAGH DOBBERSTEIN1 year Filed as: SHEA & MCMURDIE RETIREMENT Service code 26 2435 NORTH CENTRAL EXPRESSWAY · RICHARDSON, TX 75080	Advisory (Participants)	$6,287

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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$7K

$114 / participant

Investment mgmt$6K89.0%
Contract admin$77811.0%

% of EOY assets

0.694%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PRICEKUBECKA, PLLC
Auditor EIN: 752783674
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,968

$53,837-62.9%

$75,714-73.6%

$85,847-76.7%

Participation rate

35.5%

69.1%-33.6pp

74.8%-39.3pp

69.3%-33.8pp

Annual return

16.22%

24.54%-8.3pp

104.62%-88.4pp

318.61%-302.4pp

Employer contribution / active EE

$975

$2,017-51.7%

$2,744-64.4%

$2,565-62.0%

Participant deferral / active EE

$1,289

$2,895-55.5%

$3,820-66.3%

$3,952-67.4%

Admin fee / account holder

$139

$3,339-95.9%

$3,619-96.2%

$6,261-97.8%

Provider

Service type

Compensation

SHEA LABAGH DOBBERSTEIN1 year

Filed as: SHEA & MCMURDIE RETIREMENT

Service code 26

2435 NORTH CENTRAL EXPRESSWAY · RICHARDSON, TX 75080

Advisory (Participants)

$6,287

CHEER ATHLETICS BRANDS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHEER ATHLETICS BRANDS LLC 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