Retirement plan

ST. BERNARD DRUGS, L.L.C. 401(K) PROFIT SHARING PLAN

Name: ST. BERNARD DRUGS, L.L.C. - ST. BERNARD DRUGS, L.L.C. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: ST. BERNARD DRUGS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. BERNARD DRUGS, L.L.C. 401(K) PROFIT SHARING PLAN, ST. BERNARD DRUGS, L.L.C.

ST. BERNARD DRUGS, L.L.C.EIN 72-0537928Plan #001PY 2021

10200 CHEF MENTEUR HWY., STE C - NEW ORLEANS, LA 70127512-300-0282stbernarddrugs.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$37K

No prior year

Total participants

No prior year

Average account balance

$3,093

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 19,965 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort19,965 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$432K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+156.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$421

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 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

$797

$72 / participant

Other / not subdivided$797100.0%

% of EOY assets

2.148%

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

$3,093

$118,854-97.4%

$96,565-96.8%

$167,497-98.2%

Participation rate

100.0%

75.5%+24.5pp

69.8%+30.2pp

82.1%+17.9pp

Annual return

0.00%

50.49%-50.5pp

37.78%-37.8pp

478.62%-478.6pp

Employer contribution / active EE

$844

$3,119-72.9%

$2,356-64.2%

$4,838-82.6%

Participant deferral / active EE

$2,538

$4,615-45.0%

$3,848-34.0%

$6,341-60.0%

Admin fee / account holder

$66

$8,065-99.2%

$6,181-98.9%

$12,310-99.5%

ST. BERNARD DRUGS, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. BERNARD DRUGS, L.L.C. 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