Retirement plan

HEALDSBURG RESTAURANT SERVICES RETIREMENT PLAN

Name: HEALDSBURG RESTAURANT SERVICES II - HEALDSBURG RESTAURANT SERVICES RETIREMENT PLAN (2024) Form 5500
Creator: HEALDSBURG RESTAURANT SERVICES II
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEALDSBURG RESTAURANT SERVICES RETIREMENT PLAN, HEALDSBURG RESTAURANT SERVICES II

HEALDSBURG RESTAURANT SERVICES IIEIN 47-5019120Plan #001PY 2024

111 PLAZA STREET - HEALDSBURG, CA 95448707-543-6243

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$7K

+111.3% from 2023

Total participants

0.0% from 2023

Average account balance

$2,235

+111.3% from 2023

Annual return

5.26%

+5.26 pp from 2023

Benchmarks

See 14,005 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,005 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7K

Not enough data

1 years with asset history on file

Average account balance

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

$2K

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.

21.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$240

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

+5.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$208

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 codes2E2F2G2J3D3H

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$623

$45 / participant

Other / not subdivided$623100.0%

% of EOY assets

9.290%

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

$2,235

$76,519-97.1%

$56,025-96.0%

$145,897-98.5%

Participation rate

21.4%

63.2%-41.8pp

52.5%-31.1pp

80.3%-58.9pp

Annual return

5.26%

3017.03%-3011.8pp

1712.69%-1707.4pp

552.29%-547.0pp

Employer contribution / active EE

$1,383-100.0%

$1,042-100.0%

$4,663-100.0%

Participant deferral / active EE

$240

$2,624-90.8%

$1,955-87.7%

$6,689-96.4%

Admin fee / account holder

$208

$3,331-93.8%

$2,828-92.7%

$13,390-98.4%

HEALDSBURG RESTAURANT SERVICES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEALDSBURG RESTAURANT SERVICES 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