Retirement plan

BLANCHETTE EQUESTRIAN RETIREMENT PLAN

Name: BLANCHETTE EQUESTRIAN, INC. - BLANCHETTE EQUESTRIAN RETIREMENT PLAN (2024) Form 5500
Creator: BLANCHETTE EQUESTRIAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLANCHETTE EQUESTRIAN RETIREMENT PLAN, BLANCHETTE EQUESTRIAN, INC.

BLANCHETTE EQUESTRIAN, INC.EIN 81-1050025Plan #001PY 2024

4091 SW 86TH TERRACE - OCALA, FL 33481707-953-5606

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$22K

+58.1% from 2023

Total participants

0.0% from 2023

Average account balance

$7,255

+58.1% from 2023

Annual return

13.42%

+13.42 pp from 2023

Benchmarks

See 10,226 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,226 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$139

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 codes2E2F2J2T3D

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).
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.
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.

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

$416

$104 / participant

Other / not subdivided$416100.0%

% of EOY assets

1.911%

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

$7,255

$169,336-95.7%

$129,384-94.4%

$145,884-95.0%

Participation rate

75.0%

76.5%-1.5pp

69.6%+5.4pp

80.3%-5.3pp

Annual return

13.42%

14408.70%-14395.3pp

9461.77%-9448.4pp

551.85%-538.4pp

Employer contribution / active EE

$5,540-100.0%

$4,153-100.0%

$4,662-100.0%

Participant deferral / active EE

$1,537

$4,985-69.2%

$4,166-63.1%

$6,690-77.0%

Admin fee / account holder

$139

$9,912-98.6%

$7,686-98.2%

$13,392-99.0%

BLANCHETTE EQUESTRIAN RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLANCHETTE EQUESTRIAN RETIREMENT 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