Retirement plan

UNDERWOOD MCALWEE CORPORATION - LOST DOG CAFE 401(K) PLAN

Name: UNDERWOOD MCALWEE CORPORATION DBA LOST DOG CAFE - NORTH ARLINGTON - UNDERWOOD MCALWEE CORPORATION - LOST DOG CAFE 401(K) PLAN (2024) Form 5500
Creator: UNDERWOOD MCALWEE CORPORATION DBA LOST DOG CAFE - NORTH ARLINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNDERWOOD MCALWEE CORPORATION - LOST DOG CAFE 401(K) PLAN, UNDERWOOD MCALWEE CORPORATION DBA LOST DOG CAFE - NORTH ARLINGTON

UNDERWOOD MCALWEE CORPORATION DBA LOST DOG CAFE - NORTH ARLINGTONEIN 54-1304812Plan #001PY 2024

5876 NORTH WASHINGTON BOULEVARD - ARLINGTON, VA 22205571-970-7061

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+1.5% from 2023

Total participants

-42.0% from 2023

Average account balance

$92,052

+1.5% from 2023

Annual return

6.70%

-6.22 pp from 2023

Benchmarks

See 6,884 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,884 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.39M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+6.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9179

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 codes2E2F2G2H2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$239K

$8229 / participant

Other / not subdivided$239K100.0%

% of EOY assets

9.971%

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

$92,052

$29,670+210.2%

$56,054+64.2%

$80,911+13.8%

Participation rate

89.7%

41.7%+48.0pp

52.5%+37.2pp

67.6%+22.0pp

Annual return

6.70%

35.24%-28.5pp

1705.95%-1699.2pp

35.63%-28.9pp

Employer contribution / active EE

$895

$670+33.6%

$1,039-13.9%

$2,756-67.5%

Participant deferral / active EE

$2,444

$1,227+99.2%

$1,952+25.2%

$4,297-43.1%

Admin fee / account holder

$9,179

$2,431+277.6%

$2,822+225.2%

$6,935+32.4%

UNDERWOOD MCALWEE CORPORATION - LOST DOG CAFE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNDERWOOD MCALWEE CORPORATION - LOST DOG CAFE 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