Retirement plan

NIELSENS CITY DRUG STORE, INC. 401(K) PROFIT SHARING PLAN

Name: NIELSENS CITY DRUG STORE, INC. - NIELSENS CITY DRUG STORE, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: NIELSENS CITY DRUG STORE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NIELSENS CITY DRUG STORE, INC. 401(K) PROFIT SHARING PLAN, NIELSENS CITY DRUG STORE, INC.

NIELSENS CITY DRUG STORE, INC.EIN 72-0693353Plan #001PY 2024

330 AUSTIN STREET - BOGALUSA, LA 70427985-732-2561LinkedIn1-10 employeescosmetics

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+15.7% from 2023

Total participants

0.0% from 2023

Average account balance

$258,253

+15.7% from 2023

Annual return

10.14%

+4.03 pp from 2023

Benchmarks

See 22,272 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,272 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+10.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4112

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$25K

$4112 / participant

Other / not subdivided$25K100.0%

% of EOY assets

1.592%

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

$258,253

$111,878+130.8%

$93,727+175.5%

$145,897+77.0%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

10.14%

204.28%-194.1pp

133.83%-123.7pp

552.29%-542.2pp

Employer contribution / active EE

$10,167

$3,092+228.8%

$2,421+319.9%

$4,663+118.0%

Participant deferral / active EE

$6,100

$4,920+24.0%

$4,417+38.1%

$6,689-8.8%

Admin fee / account holder

$4,112

$10,256-59.9%

$8,292-50.4%

$13,390-69.3%

NIELSENS CITY DRUG STORE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NIELSENS CITY DRUG STORE, INC. 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