Retirement plan

ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGS

Name: ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGS - ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGS (2024) Form 5500
Creator: ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGS, ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGS

ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGSEIN 46-4554248Plan #001PY 2024

1817 S HOME, SUITE 13 - MESA, AZ 85204480-234-4623

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$240K

+115.1% from 2023

Total participants

+33.3% from 2023

Average account balance

$19,985

+43.4% from 2023

Annual return

15.55%

-100.53 pp from 2023

Benchmarks

See 23,033 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort23,033 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$240K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$310

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$373 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.553%

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

$19,985

$117,904-83.1%

$102,457-80.5%

$145,978-86.3%

Participation rate

100.0%

78.6%+21.4pp

76.5%+23.5pp

80.3%+19.7pp

Annual return

15.55%

31.80%-16.2pp

29.41%-13.9pp

550.52%-535.0pp

Employer contribution / active EE

$8,793

$3,613+143.4%

$3,022+191.0%

$4,662+88.6%

Participant deferral / active EE

$2,609

$5,733-54.5%

$5,054-48.4%

$6,690-61.0%

Admin fee / account holder

$310

$13,329-97.7%

$9,451-96.7%

$13,400-97.7%

ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELITE CRETE OF THE DESERT LLC / PRESTIGE PROTECTIVE COATINGS

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