Retirement plan

CORE POWER YOGA, LLC EMPLOYEE SAVINGS TRUST

Name: CORE POWER YOGA, LLC - CORE POWER YOGA, LLC EMPLOYEE SAVINGS TRUST (2024) Form 5500
Creator: CORE POWER YOGA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORE POWER YOGA, LLC EMPLOYEE SAVINGS TRUST, CORE POWER YOGA, LLC

CORE POWER YOGA, LLCEIN 81-0653514Plan #001PY 2024

3001 BRIGHTON BLVD, SUITE 269 - DENVER, CO 80216303-863-9642

Prospect flagsLow returnsLow participationLow assets / participantLow participant contributionFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$4.9M

+16.0% from 2023

Total participants

8,216

-5.5% from 2023

Average account balance

$14,578

+6.4% from 2023

Annual return

11.04%

-9.86 pp from 2023

Benchmarks

See 1,214 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort1,214 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.94M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

339

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.

2.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$739K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$92

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

+11.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 10 of 16 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$1,210
AB FUNDS1 year Filed as: AM FUNDS Service code 28	Investment Management	$0
AMERICAN FUNDS1 year Service code 28	Investment Management	$0
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657	Investment Management	$0
EAGLEASSET8 years Service code 28 · EIN 59-3171014	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL5 years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
FRANKLIN TEMPLETON5 years Service code 28 · EIN 13-2670991	Investment Management	$0
INVESCO6 years Service code 28 · EIN 26-4521338	Investment Management	$0
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428	Investment Management	$0
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES INVSMT Service code 28	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

6 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1K

$0 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 331498605
Audit fees: $1,210
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,578

$99,313-85.3%

$129,406-88.7%

$99,313-85.3%

Participation rate

2.0%

71.7%-69.7pp

69.6%-67.7pp

71.7%-69.7pp

Annual return

11.04%

17.67%-6.6pp

9468.18%-9457.1pp

17.67%-6.6pp

Employer contribution / active EE

$3,264-100.0%

$4,155-100.0%

$3,264-100.0%

Participant deferral / active EE

$92

$5,346-98.3%

$4,167-97.8%

$5,346-98.3%

Admin fee / account holder

$109-96.7%

$7,689-100.0%

$109-96.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC8 years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$1,210

AB FUNDS1 year

Filed as: AM FUNDS

Service code 28

Investment Management

AMERICAN FUNDS1 year

Service code 28

Investment Management

COHEN & STEERS5 years

Filed as: COHEN & STEERS FUNDS

Service code 28 · EIN 14-1904657

Investment Management

EAGLEASSET8 years

Service code 28 · EIN 59-3171014

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

FRANKLIN TEMPLETON5 years

Service code 28 · EIN 13-2670991

Investment Management

INVESCO6 years

Service code 28 · EIN 26-4521338

Investment Management

MORGAN STANLEY SMITH BARNEY8 years

Filed as: JP MORGAN FUNDS

Service code 28 · EIN 13-2624428

Investment Management

LOOMIS SAYLES1 year

Filed as: LOOMIS SAYLES INVSMT

Service code 28

Investment Management

CORE POWER YOGA, LLC EMPLOYEE SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORE POWER YOGA, LLC EMPLOYEE SAVINGS 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