Retirement plan

STANDARD PROCESS OF NORTHERN CALIFORNIA, INC 401K PROFIT SHARING PLAN & TRUST

Name: STANDARD PROCESS OF N.C., INC. - STANDARD PROCESS OF NORTHERN CALIFORNIA, INC 401K PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: STANDARD PROCESS OF N.C., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANDARD PROCESS OF NORTHERN CALIFORNIA, INC 401K PROFIT SHARING PLAN & TRUST, STANDARD PROCESS OF N.C., INC.

STANDARD PROCESS OF N.C., INC.EIN 68-0287804Plan #001PY 2023

1212 BOULEVARD WAY - WALNUT CREEK, CA 94595800-662-9134

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$526K

+11.8% from 2022

Total participants

-8.3% from 2022

Average account balance

$23,913

+21.9% from 2022

Annual return

11.77%

+24.86 pp from 2022

Benchmarks

See 23,839 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,839 peers

Snapshot2023

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Analytics

Total assets (EOY)

Plan-year ending balance

$146K

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$204695

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
CETERA ADVISOR NETWORKS LLC6 years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670	Advisory (Plan)	$1,077
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$782
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245	Advisory (Plan)	$775
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2A2E2F2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$170 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.709%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,913

$154,117-84.5%

$129,995-81.6%

$139,434-82.9%

Participation rate

100.0%

82.0%+18.0pp

78.5%+21.5pp

80.3%+19.7pp

Annual return

11.77%

32.48%-20.7pp

-137.18%+148.9pp

372.94%-361.2pp

Employer contribution / active EE

$5,289-100.0%

$4,320-100.0%

$4,751-100.0%

Participant deferral / active EE

$6,710-100.0%

$5,820-100.0%

$6,710-100.0%

Admin fee / account holder

$170

$14,007-98.8%

$10,614-98.4%

$11,403-98.5%

Provider

Service type

Compensation

CETERA ADVISOR NETWORKS LLC6 years

Service code 27

200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670

Advisory (Plan)

$1,077

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$782

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA INVESTMENT ADVISERS LLC

Service code 27

200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245

Advisory (Plan)

$775

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

STANDARD PROCESS OF NORTHERN CALIFORNIA, INC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANDARD PROCESS OF NORTHERN CALIFORNIA, INC 401K PROFIT SHARING PLAN & TRUST

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