Retirement plan

AUTOX TECHNOLOGIES, INC. RETIREMENT PLAN

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

AUTOX TECHNOLOGIES, INC.EIN 81-3490792Plan #001PY 2024

441 WEST TRIMBLE ROAD - SAN JOSE, CA 95131510-303-2734

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7M

+14.2% from 2023

Total participants

120

-16.7% from 2023

Average account balance

$58,476

+37.1% from 2023

Annual return

16.50%

-4.14 pp from 2023

Benchmarks

See 28,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,910 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.02M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

120

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

$1.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+16.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$113

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 3 by compensation

Provider	Service type	Compensation
TRANSITION FINANCE STRATEGIES, LLC1 year Filed as: TRANSITIONS FINANCE STRATEGIES Service code 49	Other Services	$3,186
MORNINGSTAR3 years Filed as: MORNINSTAR INVESTMENT MGMT Service code 26	Advisory (Participants)	$0
VOYA RETIREMENT INSURANCE & ANNUITY3 years Service code 26 · EIN 71-0294708	Advisory (Participants)	$0

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$14K

$323 / participant

Contract admin$14K100.0%

% of EOY assets

0.193%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: THONG YU WONG & LEE LLP
Auditor EIN: 710899369
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,476

$102,382-42.9%

$147,005-60.2%

$80,874-27.7%

Participation rate

100.0%

75.8%+24.2pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

16.50%

134.89%-118.4pp

418.76%-402.3pp

35.62%-19.1pp

Employer contribution / active EE

$9,077

$3,715+144.4%

$4,934+84.0%

$2,756+229.4%

Participant deferral / active EE

$17,268

$6,646+159.8%

$8,070+114.0%

$4,297+301.9%

Admin fee / account holder

$113

$7,942-98.6%

$13,006-99.1%

$6,935-98.4%

Provider

Service type

Compensation

TRANSITION FINANCE STRATEGIES, LLC1 year

Filed as: TRANSITIONS FINANCE STRATEGIES

Service code 49

Other Services

$3,186

MORNINGSTAR3 years

Filed as: MORNINSTAR INVESTMENT MGMT

Service code 26

Advisory (Participants)

VOYA RETIREMENT INSURANCE & ANNUITY3 years

Service code 26 · EIN 71-0294708

Advisory (Participants)

AUTOX TECHNOLOGIES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTOX TECHNOLOGIES, INC. 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