Retirement plan

CALAHAN BATH & KITCHEN, LLC 401(K) PLAN

Name: CALAHAN BATH & KITCHEN, LLC - CALAHAN BATH & KITCHEN, LLC 401(K) PLAN (2024) Form 5500
Creator: CALAHAN BATH & KITCHEN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALAHAN BATH & KITCHEN, LLC 401(K) PLAN, CALAHAN BATH & KITCHEN, LLC

CALAHAN BATH & KITCHEN, LLCEIN 81-3728217Plan #001PY 2024

345 WATER STREET - WILMINGTON, DE 19804855-700-2284calahanbath.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$117K

+206.1% from 2023

Total participants

+40.0% from 2023

Average account balance

$38,959

+206.1% from 2023

Annual return

75.59%

+75.59 pp from 2023

Benchmarks

See 23,915 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,915 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$211K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+29.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$454

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 codes2E2J2F2G3D2T

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$649

$108 / participant

Other / not subdivided$649100.0%

% of EOY assets

0.555%

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

$38,959

$166,089-76.5%

$164,928-76.4%

$145,978-73.3%

Participation rate

33.3%

82.0%-48.7pp

78.6%-45.3pp

80.3%-47.0pp

Annual return

75.59%

100.26%-24.7pp

70.08%+5.5pp

550.52%-474.9pp

Employer contribution / active EE

$912

$5,276-82.7%

$4,343-79.0%

$4,662-80.4%

Participant deferral / active EE

$7,395

$6,961+6.2%

$6,034+22.6%

$6,690+10.5%

Admin fee / account holder

$216

$16,641-98.7%

$12,684-98.3%

$13,400-98.4%

CALAHAN BATH & KITCHEN, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALAHAN BATH & KITCHEN, LLC 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