Retirement plan

GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) PLAN

Name: GRC CAPITAL RESOURCE MANAGEMENT, LLC - GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) PLAN (2024) Form 5500
Creator: GRC CAPITAL RESOURCE MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) PLAN, GRC CAPITAL RESOURCE MANAGEMENT, LLC

GRC CAPITAL RESOURCE MANAGEMENT, LLCEIN 74-3058772Plan #001PY 2024

6487 MANCHESTER AVE - SAINT LOUIS, MO 631393457314-647-1329

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$564K

+33.5% from 2023

Total participants

+15.4% from 2023

Average account balance

$40,280

+24.0% from 2023

Annual return

18.08%

-4.72 pp from 2023

Benchmarks

See 14,063 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,063 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$698K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

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

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2869

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$308 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.655%

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

$40,280

$76,634-47.4%

$56,054-28.1%

$145,978-72.4%

Participation rate

91.7%

63.2%+28.4pp

52.5%+39.2pp

80.3%+11.4pp

Annual return

18.08%

3004.33%-2986.2pp

1705.95%-1687.9pp

550.52%-532.4pp

Employer contribution / active EE

$1,502

$1,380+8.8%

$1,039+44.5%

$4,662-67.8%

Participant deferral / active EE

$4,239

$2,622+61.6%

$1,952+117.1%

$6,690-36.6%

Admin fee / account holder

$264

$3,321-92.1%

$2,822-90.7%

$13,400-98.0%

GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRC CAPITAL RESOURCE MANAGEMENT, LLC 401(K) 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