Retirement plan

SET IN STONE OF THE SANDHILLS LLC 401(K) PLAN

Name: SET IN STONE OF THE SANDHILLS LLC - SET IN STONE OF THE SANDHILLS LLC 401(K) PLAN (2024) Form 5500
Creator: SET IN STONE OF THE SANDHILLS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SET IN STONE OF THE SANDHILLS LLC 401(K) PLAN, SET IN STONE OF THE SANDHILLS LLC

SET IN STONE OF THE SANDHILLS LLCEIN 46-5281038Plan #001PY 2024

305 FIELDS DRIVE - ABERDEEN, NC 28315910-944-0362

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$72K

+32.7% from 2023

Total participants

+14.3% from 2023

Average account balance

$12,006

+10.6% from 2023

Annual return

13.46%

-13.50 pp from 2023

Benchmarks

See 22,293 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,293 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$72K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$409

$58 / participant

Other / not subdivided$409100.0%

% of EOY assets

0.568%

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

$12,006

$111,830-89.3%

$93,696-87.2%

$145,884-91.8%

Participation rate

71.4%

74.2%-2.8pp

68.7%+2.7pp

80.3%-8.9pp

Annual return

13.46%

204.08%-190.6pp

133.74%-120.3pp

551.85%-538.4pp

Employer contribution / active EE

$3,093-100.0%

$2,422-100.0%

$4,662-100.0%

Participant deferral / active EE

$1,491

$4,920-69.7%

$4,417-66.2%

$6,690-77.7%

Admin fee / account holder

$68

$10,249-99.3%

$8,287-99.2%

$13,392-99.5%

SET IN STONE OF THE SANDHILLS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SET IN STONE OF THE SANDHILLS 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