Retirement plan

S & D HORSEBACK RIDING, INC. 401K PLAN

Name: S & D HORSEBACK RIDING, INC. - S & D HORSEBACK RIDING, INC. 401K PLAN (2024) Form 5500
Creator: S & D HORSEBACK RIDING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S & D HORSEBACK RIDING, INC. 401K PLAN, S & D HORSEBACK RIDING, INC.

S & D HORSEBACK RIDING, INC.EIN 47-5236629Plan #001PY 2024

4886 CALIFORNIA AVE. - NORCO, CA 92860909-645-1270sunshineanddaydream.comLinkedIn1-10 employeesrecreational facilities and services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$35K

+49.1% from 2023

Total participants

+66.7% from 2023

Average account balance

$8,800

+49.1% from 2023

Annual return

10.75%

-19.85 pp from 2023

Benchmarks

See 10,234 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,234 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$46K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+18.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1465

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

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

$374

$53 / participant

Other / not subdivided$374100.0%

% of EOY assets

1.062%

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

$8,800

$169,361-94.8%

$129,397-93.2%

$145,877-94.0%

Participation rate

14.3%

76.5%-62.2pp

69.6%-55.3pp

80.3%-66.0pp

Annual return

10.75%

14395.54%-14384.8pp

9453.98%-9443.2pp

551.28%-540.5pp

Employer contribution / active EE

$517

$5,542-90.7%

$4,154-87.6%

$4,663-88.9%

Participant deferral / active EE

$776

$4,987-84.4%

$4,167-81.4%

$6,691-88.4%

Admin fee / account holder

$94

$9,903-99.1%

$7,679-98.8%

$13,402-99.3%

S & D HORSEBACK RIDING, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S & D HORSEBACK RIDING, INC. 401K 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