Retirement plan

360 TOTAL CONCEPT CONSULTING I 401(K) PROFIT SHARING PLAN & TRUST

Name: 360 TOTAL CONCEPT CONSULTING I - 360 TOTAL CONCEPT CONSULTING I 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: 360 TOTAL CONCEPT CONSULTING I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 360 TOTAL CONCEPT CONSULTING I 401(K) PROFIT SHARING PLAN & TRUST, 360 TOTAL CONCEPT CONSULTING I

360 TOTAL CONCEPT CONSULTING IEIN 81-4201659Plan #001PY 2025

7677 OAKPORT ST STE 230 - OAKLAND, CA 946211976510-836-0360

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$750K

+34.2% from 2024

Total participants

-5.6% from 2024

Average account balance

$49,988

+43.2% from 2024

Annual return

15.44%

+0.20 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$750K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4909

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 codes2E2F2G2J2T3D

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$74K

$4602 / participant

Other / not subdivided$74K100.0%

% of EOY assets

9.820%

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

$49,988

$102,595-51.3%

$94,057-46.9%

$154,746-67.7%

Participation rate

87.5%

76.0%+11.5pp

73.3%+14.2pp

80.7%+6.8pp

Annual return

15.44%

583.42%-568.0pp

480.62%-465.2pp

172.34%-156.9pp

Employer contribution / active EE

$3,053

$3,147-3.0%

$2,933+4.1%

$4,379-30.3%

Participant deferral / active EE

$7,579

$5,118+48.1%

$4,709+60.9%

$6,730+12.6%

Admin fee / account holder

$4,909

$7,736-36.5%

$7,244-32.2%

$14,365-65.8%

360 TOTAL CONCEPT CONSULTING I 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

360 TOTAL CONCEPT CONSULTING I 401(K) PROFIT SHARING PLAN & TRUST

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