Retirement plan

DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST

Name: DNA TWOPOINTO, INC., - DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST (2023) Form 5500
Creator: DNA TWOPOINTO, INC.,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST, DNA TWOPOINTO, INC.,

DNA TWOPOINTO, INC.,dba ATUMEIN 74-3076460Plan #001PY 2023

37950 CENTRAL COURT - NEWARK, CA 94560650-853-8347LinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24.3M

+32.7% from 2022

Total participants

195

-2.0% from 2022

Average account balance

$124,751

+35.4% from 2022

Annual return

23.20%

+44.79 pp from 2022

Benchmarks

See 6,234 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,234 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.50M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

191

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

$2.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MONTEREY PRIVATE WEALTH3 years Service code 26 2340 GARDEN RD · MONTEREY, CA 93940	Advisory (Participants)	$6,141

Plan features & details

Pension benefit codes2E2F2G2J2S3D

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.
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

$10K

$67 / participant

Recordkeeping$2K17.1%
Investment mgmt$6K60.3%
Contract admin$2K22.6%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLATFORM CPAS
Auditor EIN: 884342576
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,751

$91,424+36.5%

$135,942-8.2%

$71,495+74.5%

Participation rate

100.0%

75.7%+24.3pp

81.9%+18.1pp

67.9%+32.1pp

Annual return

23.20%

29.90%-6.7pp

68.28%-45.1pp

28.85%-5.7pp

Employer contribution / active EE

$6,370

$3,704+72.0%

$4,858+31.1%

$2,589+146.0%

Participant deferral / active EE

$13,043

$7,092+83.9%

$7,759+68.1%

$4,291+204.0%

Admin fee / account holder

$52

$1,266-95.9%

$10,764-99.5%

$1,588-96.7%

Provider

Service type

Compensation

MONTEREY PRIVATE WEALTH3 years

Service code 26

2340 GARDEN RD · MONTEREY, CA 93940

Advisory (Participants)

$6,141

DNA TWOPOINTO, INC., DBA ATUM RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DNA TWOPOINTO, INC., DBA ATUM RETIREMENT 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