Retirement plan

THE WARRIOR FACTORY, LLC 401(K) SAVINGS PLAN

Name: THE WARRIOR FACTORY, LLC - THE WARRIOR FACTORY, LLC 401(K) SAVINGS PLAN (2024) Form 5500
Creator: THE WARRIOR FACTORY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WARRIOR FACTORY, LLC 401(K) SAVINGS PLAN, THE WARRIOR FACTORY, LLC

THE WARRIOR FACTORY, LLCEIN 81-4012545Plan #001PY 2024

2850 CLOVER ST - PITTSFORD, NY 14534585-381-0696thewarriorfactory.comLinkedIn51-200 employeesentertainment

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$74K

+56.4% from 2023

Total participants

+400.0% from 2023

Average account balance

$18,571

+56.4% from 2023

Annual return

12.60%

-10.74 pp from 2023

Benchmarks

See 10,226 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,226 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$74K

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.

21.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$80

$4 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.108%

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

$18,571

$169,336-89.0%

$129,384-85.6%

$145,884-87.3%

Participation rate

15.8%

76.5%-60.7pp

69.6%-53.8pp

80.3%-64.5pp

Annual return

12.60%

14408.70%-14396.1pp

9461.77%-9449.2pp

551.85%-539.2pp

Employer contribution / active EE

$5,540-100.0%

$4,153-100.0%

$4,662-100.0%

Participant deferral / active EE

$1,095

$4,985-78.0%

$4,166-73.7%

$6,690-83.6%

Admin fee / account holder

$20

$9,912-99.8%

$7,686-99.7%

$13,392-99.9%

THE WARRIOR FACTORY, LLC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WARRIOR FACTORY, LLC 401(K) SAVINGS 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