Retirement plan

TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: TASHA'S TRAINING AND CONSULTING LLC - TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: TASHA'S TRAINING AND CONSULTING LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST, TASHA'S TRAINING AND CONSULTING LLC

TASHA'S TRAINING AND CONSULTING LLCEIN 47-1768455Plan #001PY 2024

24799 LINCOLN AVENUE - MURIETTA, CA 92562951-696-3833

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1M

+29.7% from 2023

Total participants

+11.5% from 2023

Average account balance

$36,144

+16.3% from 2023

Annual return

10.72%

-3.24 pp from 2023

Benchmarks

See 4,475 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort4,475 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$273

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 codes2E2J3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$8K

$317 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.757%

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

$36,144

$48,314-25.2%

$67,561-46.5%

$80,925-55.3%

Participation rate

100.0%

66.4%+33.6pp

72.9%+27.1pp

67.7%+32.3pp

Annual return

10.72%

18.28%-7.6pp

3525.44%-3514.7pp

35.65%-24.9pp

Employer contribution / active EE

$2,493

$2,022+23.3%

$2,735-8.8%

$2,756-9.5%

Participant deferral / active EE

$3,409

$2,927+16.5%

$4,003-14.8%

$4,299-20.7%

Admin fee / account holder

$273

$3,690-92.6%

$4,006-93.2%

$6,940-96.1%

TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TASHA'S TRAINING AND CONSULTING LLC 401(K) PROFIT SHARING PLAN AND TRUST

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