Retirement plan

BISTLLC401K

Name: BIST LLC - BISTLLC401K (2025) Form 5500
Creator: BIST LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BISTLLC401K, BIST LLC

BIST LLCdba BIST LLCEIN 46-4277255Plan #001PY 2025

3358 JERICHO LN - SAN JOSE, CA 951173030408-548-7403

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1M

+35.4% from 2024

Total participants

0.0% from 2024

Average account balance

$519,024

No prior year

Annual return

20.11%

-4.05 pp from 2024

Benchmarks

See 9,464 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,464 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$519K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

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

+20.11%

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 codes2J

Plan features

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$519,024

$102,609+405.8%

$98,090+429.1%

$138,895+273.7%

Participation rate

100.0%

82.8%+17.2pp

81.5%+18.5pp

79.9%+20.1pp

Annual return

20.11%

36.44%-16.3pp

37.05%-16.9pp

145.39%-125.3pp

Employer contribution / active EE

$31,384

$3,867+711.5%

$3,606+770.2%

$4,194+648.3%

Participant deferral / active EE

$27,250

$8,167+233.7%

$7,845+247.4%

$6,396+326.0%

Admin fee / account holder

$11,434-100.0%

$11,815-100.0%

$12,562-100.0%

BISTLLC401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BISTLLC401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion