Retirement plan

POLAND CAMP CO., LLC D/B/A CAMP NORTH STAR PROFIT SHARING AND 401(K) PLAN

Name: POLAND CAMP CO., LLC D/B/A CAMP NORTH STAR - POLAND CAMP CO., LLC D/B/A CAMP NORTH STAR PROFIT SHARING AND 401(K) PLAN (2024) Form 5500
Creator: POLAND CAMP CO., LLC D/B/A CAMP NORTH STAR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POLAND CAMP CO., LLC D/B/A CAMP NORTH STAR PROFIT SHARING AND 401(K) PLAN, POLAND CAMP CO., LLC D/B/A CAMP NORTH STAR

POLAND CAMP CO., LLC D/B/A CAMP NORTH STAREIN 47-3844127Plan #001PY 2024

200 VERRILL ROAD - POLAND SPRING, ME 04274215-892-5528LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$395K

+30.9% from 2023

Total participants

+25.0% from 2023

Average account balance

$197,723

+30.9% from 2023

Annual return

17.46%

-0.83 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$395K

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1332

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

$3K

$533 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.673%

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

$197,723

$183,516+7.7%

$155,534+27.1%

$145,884+35.5%

Participation rate

40.0%

82.7%-42.7pp

78.2%-38.2pp

80.3%-40.3pp

Annual return

17.46%

61.43%-44.0pp

64.92%-47.5pp

551.85%-534.4pp

Employer contribution / active EE

$2,269

$5,315-57.3%

$4,675-51.5%

$4,662-51.3%

Participant deferral / active EE

$5,859

$6,467-9.4%

$5,630+4.1%

$6,690-12.4%

Admin fee / account holder

$1,332

$19,293-93.1%

$15,900-91.6%

$13,392-90.1%

POLAND CAMP CO., LLC D/B/A CAMP NORTH STAR PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POLAND CAMP CO., LLC D/B/A CAMP NORTH STAR PROFIT SHARING AND 401(K) 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