Retirement plan

LEFT BRAIN LOGISTICS 401(K) PLAN

Name: LEFT BRAIN LOGISTICS LLC - LEFT BRAIN LOGISTICS 401(K) PLAN (2024) Form 5500
Creator: LEFT BRAIN LOGISTICS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEFT BRAIN LOGISTICS 401(K) PLAN, LEFT BRAIN LOGISTICS LLC

LEFT BRAIN LOGISTICS LLCEIN 47-4879477Plan #001PY 2024

34145 PACIFIC COAST HWY, SUITE 677 - DANA POINT, CA 92629949-395-7408leftbrainlogistics.comLinkedIn1-10 employeeslogistics and supply chain

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$250K

+70.4% from 2023

Total participants

-6.3% from 2023

Average account balance

$35,755

+21.7% from 2023

Annual return

16.82%

-3.27 pp from 2023

Benchmarks

See 1,617 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,617 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$250K

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.

46.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$107

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 codes2E2J2F2G3D3H

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$748

$50 / participant

Other / not subdivided$748100.0%

% of EOY assets

0.299%

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

$35,755

$123,982-71.2%

$69,701-48.7%

$145,959-75.5%

Participation rate

46.7%

69.2%-22.5pp

66.4%-19.8pp

80.3%-33.6pp

Annual return

16.82%

191.01%-174.2pp

100.32%-83.5pp

561.95%-545.1pp

Employer contribution / active EE

$1,395

$2,681-48.0%

$1,713-18.6%

$4,661-70.1%

Participant deferral / active EE

$3,855

$4,236-9.0%

$2,887+33.5%

$6,689-42.4%

Admin fee / account holder

$107

$7,867-98.6%

$4,717-97.7%

$13,398-99.2%

LEFT BRAIN LOGISTICS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEFT BRAIN LOGISTICS 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