Retirement plan

AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN

Name: AMY'S KITCHEN, INC. - AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN (2023) Form 5500
Creator: AMY'S KITCHEN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN, AMY'S KITCHEN, INC.

AMY'S KITCHEN, INC.EIN 68-0154899Plan #001PY 2023

1650 CORPORATE CIRCLE - PETALUMA, CA 94954707-871-7625amys.comLinkedIn1001-5000 employeesfood production

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 28, 1

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$141.1M

+14.7% from 2022

Total participants

3,510

-4.3% from 2022

Average account balance

$40,530

+17.7% from 2022

Annual return

16.79%

+30.70 pp from 2022

Benchmarks

See 245 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort245 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$158.82M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

3,605

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS9+ years Service code 12 · EIN 13-3689044	Participant communication; Finders' f...	$212,565
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 16 · EIN 51-0944586	Consulting	$46,250
BPM LLP2 years Filed as: BPM, LLP Service code 10 · EIN 81-4234542	Accounting	$18,714
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$278K

$123 / participant

Recordkeeping$213K76.6%
Investment mgmt$46K16.7%
Other / not subdivided$19K6.7%

% of EOY assets

0.197%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BPM, LLP
Auditor EIN: 814234542
Audit fees: $18,714
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,530

$73,034-44.5%

$76,872-47.3%

$80,157-49.4%

Participation rate

98.8%

78.1%+20.6pp

69.6%+29.2pp

72.9%+25.8pp

Annual return

16.79%

18.56%-1.8pp

37.90%-21.1pp

40.39%-23.6pp

Employer contribution / active EE

$2,175

$2,779-21.7%

$2,533-14.1%

$2,977-26.9%

Participant deferral / active EE

$4,114

$4,140-0.6%

$3,832+7.4%

$5,015-18.0%

Admin fee / account holder

$80

$104-23.1%

$5,476-98.5%

$145-45.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS9+ years

Service code 12 · EIN 13-3689044

Participant communication; Finders' f...

$212,565

WOODBURY FINANCIAL SERVICES3 years

Filed as: WOODBURY FINANCIAL SERVICES INC

Service code 16 · EIN 51-0944586

Consulting

$46,250

BPM LLP2 years

Filed as: BPM, LLP

Service code 10 · EIN 81-4234542

Accounting

$18,714

NATIONAL FINANCIAL SERVICES8 years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

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