Retirement plan

PRIVY, INC. RETIREMENT PLAN

Name: PRIVY, INC. - PRIVY, INC. RETIREMENT PLAN (2025) Form 5500
Creator: PRIVY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIVY, INC. RETIREMENT PLAN, PRIVY, INC.

PRIVY, INC.EIN 47-1365105Plan #001PY 2025

2640 E. 26TH STREET - VERNON, CA 90058213-493-4940privyusa.comLinkedIn11-50 employeesapparel & fashion

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+20.4% from 2024

Total participants

+13.8% from 2024

Average account balance

$34,801

+5.8% from 2024

Annual return

12.90%

-1.80 pp from 2024

Benchmarks

See 2,191 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,191 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1261

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$42K

$2312 / participant

Other / not subdivided$42K100.0%

% of EOY assets

3.623%

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

$34,801

$103,164-66.3%

$90,259-61.4%

$154,746-77.5%

Participation rate

100.0%

76.1%+23.9pp

70.7%+29.3pp

80.7%+19.3pp

Annual return

12.90%

19.25%-6.4pp

18.88%-6.0pp

172.34%-159.4pp

Employer contribution / active EE

$3,449

$2,532+36.2%

$2,291+50.5%

$4,379-21.2%

Participant deferral / active EE

$2,614

$4,422-40.9%

$3,827-31.7%

$6,730-61.2%

Admin fee / account holder

$1,261

$8,593-85.3%

$7,267-82.6%

$14,365-91.2%

PRIVY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIVY, INC. RETIREMENT 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