Retirement plan

TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN

Name: TRIAX MARKETING AND SALES, LLC. - TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: TRIAX MARKETING AND SALES, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN, TRIAX MARKETING AND SALES, LLC.

TRIAX MARKETING AND SALES, LLC.EIN 81-3040689Plan #001PY 2024

6405 PADERBORNE DR. - HUDSON, OH 44236330-301-2000

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+29.7% from 2023

Total participants

+33.3% from 2023

Average account balance

$458,441

-2.7% from 2023

Annual return

21.19%

-7.03 pp from 2023

Benchmarks

See 22,959 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,959 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$458K

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

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+21.19%

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

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 codes2E2J2F2G3D

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$458,441

$117,895+288.9%

$102,460+347.4%

$145,897+214.2%

Participation rate

100.0%

78.6%+21.4pp

76.5%+23.5pp

80.3%+19.7pp

Annual return

21.19%

31.92%-10.7pp

29.47%-8.3pp

552.29%-531.1pp

Employer contribution / active EE

$19,044

$3,619+426.2%

$3,025+529.5%

$4,663+308.4%

Participant deferral / active EE

$10,919

$5,736+90.4%

$5,056+116.0%

$6,689+63.2%

Admin fee / account holder

$13,353-100.0%

$9,460-100.0%

$13,390-100.0%

TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion