Retirement plan

ANALIA SABAN STUDIO LLC 401(K) PROFIT SHARING PLAN

Name: ANALIA SABAN STUDIO LLC - ANALIA SABAN STUDIO LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ANALIA SABAN STUDIO LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANALIA SABAN STUDIO LLC 401(K) PROFIT SHARING PLAN, ANALIA SABAN STUDIO LLC

ANALIA SABAN STUDIO LLCEIN 65-1283391Plan #001PY 2024

5935 S WESTERN AVE - LOS ANGELES, CA 90047310-614-9946analiasabanstudio.comLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$277K

+23.9% from 2023

Total participants

-14.3% from 2023

Average account balance

$46,100

+44.5% from 2023

Annual return

9.75%

-9.51 pp from 2023

Benchmarks

See 12,276 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,276 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$277K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2E2F2G2J3D

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$100

$17 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.036%

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

$46,100

$108,911-57.7%

$100,392-54.1%

$145,884-68.4%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

9.75%

58.23%-48.5pp

49.45%-39.7pp

551.85%-542.1pp

Employer contribution / active EE

$1,386

$4,420-68.6%

$3,941-64.8%

$4,662-70.3%

Participant deferral / active EE

$3,867

$8,459-54.3%

$8,090-52.2%

$6,690-42.2%

Admin fee / account holder

$17

$9,698-99.8%

$7,904-99.8%

$13,392-99.9%

ANALIA SABAN STUDIO LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANALIA SABAN STUDIO LLC 401(K) PROFIT SHARING 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