Retirement plan

CEDRELA 1080. 01(D) RETIREMENT PLAN

Name: CEDRELA CG LLC - CEDRELA 1080. 01(D) RETIREMENT PLAN (2024) Form 5500
Creator: CEDRELA CG LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEDRELA 1080. 01(D) RETIREMENT PLAN, CEDRELA CG LLC

CEDRELA CG LLCEIN 66-0843491Plan #001PY 2024

1510 FD ROOSEVELT AVE, 11TH FLOOR SUITE 11B-1 - GUAYNABO, PR 00968787-430-9255

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$394K

+203.0% from 2023

Total participants

+9.5% from 2023

Average account balance

$9,153

+167.7% from 2023

Annual return

68.80%

+68.80 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$605K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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

$194K

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

+24.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1671

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$344 / participant

Other / not subdivided$13K100.0%

% of EOY assets

3.232%

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

$9,153

$102,393-91.1%

$147,041-93.8%

$80,911-88.7%

Participation rate

91.9%

75.9%+16.0pp

82.2%+9.7pp

67.6%+24.2pp

Annual return

68.80%

134.95%-66.1pp

419.21%-350.4pp

35.63%+33.2pp

Employer contribution / active EE

$1,218

$3,715-67.2%

$4,935-75.3%

$2,756-55.8%

Participant deferral / active EE

$3,724

$6,647-44.0%

$8,071-53.9%

$4,297-13.3%

Admin fee / account holder

$296

$7,943-96.3%

$13,006-97.7%

$6,935-95.7%

CEDRELA 1080. 01(D) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CEDRELA 1080. 01(D) RETIREMENT 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