Filings through Sep 24, 2026.

Retirement plan

Akash Management LLC 401(k) Profit Sharing Plan & Trust

Name: AKASH MANAGEMENT LLC - AKASH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: AKASH MANAGEMENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AKASH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, AKASH MANAGEMENT LLC

Akash Management LLCEIN 47-2308951Plan #001PY 2024

716 CORPORATE CENTER DR STE 200 - POMONA, CA 917682652805-672-2889LinkedIn1001-5000 employeesrestaurants

Prospect flagsLow returnsHigh cashLow participationLow assets / participantLow employer contributionLow participant contributionFund lineup: 2 funds, $1.8M

How to read this page

Total assets (EOY)

$1.9M

+10.3% from 2023

Total participants

7,333

+1.9% from 2023

Average account balance

$5,957

+4.8% from 2023

Annual return

8.82%

-1.86 pp from 2023

Benchmarks

See 52 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort52 peers

Snapshot2024

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Analytics

See the 8-year trajectory with Solo.

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.

Fund lineup

CSV with Pro

2 funds of $250K or more; 29 lines in all, holding $1.8M of the plan's $1.9M. From the 2024 filing. Recordkeeper: Paychex.

In collective trusts58%median 0% for plans under $5M (6,400 plans)

In index funds60%median 17% for plans under $5M (6,400 plans)

In the main target-date series0%median 35% for plans under $5M (6,400 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market	Vanguard	Money market	$560K	30.5%
MyWayRetirement Index 2030 Fund Manager not matched · Collective trust Index	Not yet matched	Collective trust	$269K	14.7%
MyWayRetirement Index 2045 Fund Manager not matched · Collective trust Index	Not yet matched	Collective trust	$173K	9.4%
MyWayRetirement Index 2035 Fund Manager not matched · Collective trust Index	Not yet matched	Collective trust	$166K	9.0%
MyWayRetirement Index 2040 Fund Manager not matched · Collective trust Index	Not yet matched	Collective trust	$161K	8.8%
MyWayRetirement Index 2060 Fund Manager not matched · Collective trust Index	Not yet matched	Collective trust	$90K	4.9%
MyWayRetirement Index 2055 Fund Manager not matched · Collective trust Index	Not yet matched	Collective trust	$62K	3.4%
MyWayRetirement Index 2050 Fund Manager not matched · Collective trust Index	Not yet matched	Collective trust	$57K	3.1%
MyWay Retirement Index Fund Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$39K	2.1%
MyWayRetirement Multisector Bond Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$36K	1.9%

See the other 19 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

6 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$1 / participant

Trustee / custodial$86019.2%
Contract admin$4K80.8%

% of EOY assets

0.235%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: MICHAEL J CONKEY AND ASSOCIATES
Auditor EIN: 274136222
Audit fees: (not subdivided)
Opinion code: Unqualified

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Fund

Dollars

% of funds%

Vanguard Federal Money Market Fund Investor Shares

Vanguard · Money market

$560K

30.5%

MyWayRetirement Index 2030 Fund