Retirement plan

HIBI FITNESS MANAGEMENT III 401(K) PROFIT SHARING PLAN & TRUST

Name: HIBI FITNESS MANAGEMENT III - HIBI FITNESS MANAGEMENT III 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: HIBI FITNESS MANAGEMENT III
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HIBI FITNESS MANAGEMENT III 401(K) PROFIT SHARING PLAN & TRUST, HIBI FITNESS MANAGEMENT III

HIBI FITNESS MANAGEMENT IIIEIN 47-3807250Plan #001PY 2025

2091 E COLORADO BLVD - PASADENA, CA 911073507954-298-3136

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$25K

+71.9% from 2024

Total participants

-9.5% from 2024

Average account balance

$8,277

+71.9% from 2024

Annual return

23.45%

+7.63 pp from 2024

Benchmarks

See 3,523 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort3,523 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

15.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$368

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

+23.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$252

$13 / participant

Other / not subdivided$252100.0%

% of EOY assets

1.015%

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

$8,277

$167,030-95.0%

$135,768-93.9%

$155,188-94.7%

Participation rate

15.8%

76.2%-60.4pp

71.1%-55.3pp

80.8%-65.0pp

Annual return

23.45%

678.39%-654.9pp

526.10%-502.6pp

148.84%-125.4pp

Employer contribution / active EE

$4,132-100.0%

$3,394-100.0%

$4,248-100.0%

Participant deferral / active EE

$368

$4,528-91.9%

$3,977-90.7%

$6,531-94.4%

Admin fee / account holder

$84

$8,172-99.0%

$7,048-98.8%

$14,480-99.4%

HIBI FITNESS MANAGEMENT III 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HIBI FITNESS MANAGEMENT III 401(K) PROFIT SHARING PLAN & 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