Retirement plan

MT. CUBA CENTER, INC. 401(K) PLAN

Name: MT. CUBA CENTER, INC. - MT. CUBA CENTER, INC. 401(K) PLAN (2025) Form 5500
Creator: MT. CUBA CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MT. CUBA CENTER, INC. 401(K) PLAN, MT. CUBA CENTER, INC.

MT. CUBA CENTER, INC.EIN 51-6001265Plan #001PY 2025

3120 BARLEY MILL ROAD - HOCKESSIN, DE 19707302-239-4244

Other plans on this EIN

1 filing

#004Retirement-$196K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.3M

+21.0% from 2024

Total participants

114

-25.5% from 2024

Average account balance

$73,742

+17.8% from 2024

Annual return

21.33%

+6.73 pp from 2024

Benchmarks

See 2,145 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,145 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.26M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

112

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.

130.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$883K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+21.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8517

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 codes2E2H2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$954K

$11092 / participant

Other / not subdivided$954K100.0%

% of EOY assets

11.550%

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

$73,742

$53,063+39.0%

$124,206-40.6%

$82,637-10.8%

Participation rate

97.7%

58.4%+39.3pp

69.6%+28.1pp

68.1%+29.6pp

Annual return

21.33%

68.87%-47.5pp

515.27%-493.9pp

53.51%-32.2pp

Employer contribution / active EE

$4,968

$1,530+224.7%

$3,540+40.3%

$2,552+94.7%

Participant deferral / active EE

$5,304

$2,644+100.6%

$3,968+33.7%

$4,126+28.6%

Admin fee / account holder

$8,517

$4,281+99.0%

$5,929+43.7%

$7,339+16.1%

MT. CUBA CENTER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MT. CUBA CENTER, INC. 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