Retirement plan

STAUD, INC. 401K PLAN

Name: STAUD, INC. - STAUD, INC. 401K PLAN (2023) Form 5500
Creator: STAUD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAUD, INC. 401K PLAN, STAUD, INC.

STAUD, INC.EIN 46-5418563Plan #001PY 2023

1161 LOGAN STREET - LOS ANGELES, CA 90026213-221-7730staud.clothingLinkedIn51-200 employeesapparel & fashion

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$913K

+113.4% from 2022

Total participants

+65.9% from 2022

Average account balance

$26,084

+58.5% from 2022

Annual return

35.82%

+42.13 pp from 2022

Benchmarks

See 9,480 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,480 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

41.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$514K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+37.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5515

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 codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$831

$13 / participant

Other / not subdivided$831100.0%

% of EOY assets

0.091%

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

$26,084

$65,575-60.2%

$86,209-69.7%

$75,181-65.3%

Participation rate

47.6%

60.5%-12.9pp

69.0%-21.3pp

67.2%-19.6pp

Annual return

35.82%

46.07%-10.3pp

1169.05%-1133.2pp

160.69%-124.9pp

Employer contribution / active EE

$2,154

$1,553+38.7%

$2,381-9.5%

$2,671-19.3%

Participant deferral / active EE

$3,117

$3,023+3.1%

$3,986-21.8%

$4,126-24.5%

Admin fee / account holder

$24

$5,470-99.6%

$6,853-99.7%

$5,650-99.6%

STAUD, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAUD, INC. 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