Retirement plan

MAX'S ARTISAN BREADS, INC. 401(K) PLAN

Name: MAX'S ARTISAN BREADS, INC. - MAX'S ARTISAN BREADS, INC. 401(K) PLAN (2025) Form 5500
Creator: MAX'S ARTISAN BREADS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAX'S ARTISAN BREADS, INC. 401(K) PLAN, MAX'S ARTISAN BREADS, INC.

MAX'S ARTISAN BREADS, INC.EIN 56-2665697Plan #001PY 2025

P.O. BOX 9322 - FRESNO, CA 93791559-243-0875maxsartisanbreads.comLinkedIn1-10 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+35.7% from 2024

Total participants

0.0% from 2024

Average account balance

$20,902

+35.7% from 2024

Annual return

16.08%

+3.06 pp from 2024

Benchmarks

See 1,811 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort1,811 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$379K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$932

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

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

$92K

$1026 / participant

Other / not subdivided$92K100.0%

% of EOY assets

4.460%

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

$20,902

$67,894-69.2%

$89,340-76.6%

$82,448-74.6%

Participation rate

100.0%

64.0%+36.0pp

69.6%+30.4pp

68.1%+31.9pp

Annual return

16.08%

19.21%-3.1pp

20.57%-4.5pp

41.64%-25.6pp

Employer contribution / active EE

$1,639

$1,828-10.3%

$2,231-26.5%

$2,551-35.7%

Participant deferral / active EE

$2,569

$3,072-16.4%

$3,823-32.8%

$4,139-37.9%

Admin fee / account holder

$932

$5,723-83.7%

$6,704-86.1%

$7,234-87.1%

MAX'S ARTISAN BREADS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAX'S ARTISAN BREADS, 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