Retirement plan

PINKFONG USA, INC. 401(K) PLAN

Name: PINKFONG USA, INC. - PINKFONG USA, INC. 401(K) PLAN (2024) Form 5500
Creator: PINKFONG USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINKFONG USA, INC. 401(K) PLAN, PINKFONG USA, INC.

PINKFONG USA, INC.EIN 81-3347757Plan #001PY 2024

1925 CENTURY PARK E STE 1700 - LOS ANGELES, CA 90067323-250-4078pinkfong.comLinkedIn11-50 employeesentertainment

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$643K

+83.1% from 2023

Total participants

+19.4% from 2023

Average account balance

$19,471

+72.0% from 2023

Annual return

20.23%

-22.71 pp from 2023

Benchmarks

See 3,221 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,221 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$643K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

106.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$226K

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

+20.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$152

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$162 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.783%

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

$19,471

$77,472-74.9%

$100,415-80.6%

$80,959-75.9%

Participation rate

87.1%

76.9%+10.1pp

81.5%+5.6pp

67.7%+19.4pp

Annual return

20.23%

37.26%-17.0pp

49.47%-29.2pp

35.67%-15.4pp

Employer contribution / active EE

$2,375

$2,800-15.2%

$3,943-39.8%

$2,757-13.9%

Participant deferral / active EE

$4,902

$6,818-28.1%

$8,091-39.4%

$4,300+14.0%

Admin fee / account holder

$152

$5,885-97.4%

$7,906-98.1%

$6,925-97.8%

PINKFONG USA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PINKFONG USA, INC. 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