Retirement plan

AND THAT'S A WRAP CONTRACTOR 401(K) PROFIT SHARING PLAN & TRUST

Name: AND THAT'S A WRAP CONTRACTOR - AND THAT'S A WRAP CONTRACTOR 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: AND THAT'S A WRAP CONTRACTOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AND THAT'S A WRAP CONTRACTOR 401(K) PROFIT SHARING PLAN & TRUST, AND THAT'S A WRAP CONTRACTOR

AND THAT'S A WRAP CONTRACTOREIN 81-3719528Plan #001PY 2024

16240 ITASCA ST - NORTH HILLS, CA 91343818-521-2809

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4K

No prior year

Total participants

No prior year

Average account balance

$1,007

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 55,025 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort55,025 peers

Snapshot2024

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2F2G2T3D

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.
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.

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,007

$111,754-99.1%

$103,333-99.0%

$145,922-99.3%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

0.00%

24.77%-24.8pp

24.88%-24.9pp

561.29%-561.3pp

Employer contribution / active EE

$1,007

$4,212-76.1%

$3,868-74.0%

$4,660-78.4%

Participant deferral / active EE

$5,619-100.0%

$5,057-100.0%

$6,688-100.0%

Admin fee / account holder

$9,750-100.0%

$8,355-100.0%

$13,397-100.0%

AND THAT'S A WRAP CONTRACTOR 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AND THAT'S A WRAP CONTRACTOR 401(K) PROFIT SHARING PLAN & TRUST

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