Retirement plan

CSC UPSHOT VENTURES MANAGEMENT LLC RETIREMENT PLAN

Name: CSC UPSHOT VENTURES MANAGEMENT LLC - CSC UPSHOT VENTURES MANAGEMENT LLC RETIREMENT PLAN (2021) Form 5500
Creator: CSC UPSHOT VENTURES MANAGEMENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CSC UPSHOT VENTURES MANAGEMENT LLC RETIREMENT PLAN, CSC UPSHOT VENTURES MANAGEMENT LLC

CSC UPSHOT VENTURES MANAGEMENT LLCEIN 47-4581833Plan #001PY 2021

171 FOREST AVENUE - PALO ALTO, CA 94301650-384-6499csc-upshot.vcLinkedIn1-10 employeesventure capital & private equity

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$321K

+66.5% from 2020

Total participants

0.0% from 2020

Average account balance

$80,290

+66.5% from 2020

Annual return

20.85%

-8.76 pp from 2020

Benchmarks

See 33,473 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,473 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$590K

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+22.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$470

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 codes2E2F2G2J3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$283 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.353%

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

$80,290

$209,847-61.7%

$189,520-57.6%

$167,518-52.1%

Participation rate

100.0%

88.7%+11.3pp

87.8%+12.2pp

82.1%+17.9pp

Annual return

20.85%

748.45%-727.6pp

555.25%-534.4pp

478.71%-457.9pp

Employer contribution / active EE

$4,826

$6,913-30.2%

$6,161-21.7%

$4,838-0.3%

Participant deferral / active EE

$17,178

$8,934+92.3%

$8,220+109.0%

$6,342+170.9%

Admin fee / account holder

$283

$14,295-98.0%

$12,046-97.6%

$12,312-97.7%

CSC UPSHOT VENTURES MANAGEMENT LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CSC UPSHOT VENTURES MANAGEMENT LLC 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