Retirement plan

SABIO INC 401(K) PROFIT SHARING PLAN & TRUST

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

SABIO INCEIN 81-4416124Plan #001PY 2025

315 CULVER BLVD - PLAYA DEL REY, CA 91436310-993-8002sabio.incLinkedIn51-200 employeesmarketing and advertising

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$4.8M

+25.5% from 2024

Total participants

106

-26.4% from 2024

Average account balance

$46,874

+71.8% from 2024

Annual return

18.07%

+0.20 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.83M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

103

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$745K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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 1 by compensation

Provider	Service type	Compensation
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625	Recordkeeping	$19,603

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$25K

$308 / participant

Trustee / custodial$8153.2%
Investment mgmt$5K20.9%
Contract admin$19K75.9%

% of EOY assets

0.524%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LEAF & COLE, LLP
Auditor EIN: 952076568
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,874

$106,749-56.1%

$145,433-67.8%

$82,448-43.1%

Participation rate

96.3%

75.6%+20.7pp

82.1%+14.2pp

68.1%+28.3pp

Annual return

18.07%

27.59%-9.5pp

66.58%-48.5pp

41.64%-23.6pp

Employer contribution / active EE

$3,444-100.0%

$4,554-100.0%

$2,551-100.0%

Participant deferral / active EE

$9,081

$6,519+39.3%

$7,897+15.0%

$4,139+119.4%

Admin fee / account holder

$245

$8,390-97.1%

$13,129-98.1%

$7,234-96.6%

Provider

Service type

Compensation

PAYCHEX, INC.2 years

Service code 15 · EIN 16-1124166

911 PANORAMA TRAIL S · ROCHESTER, NY 14625

Recordkeeping

$19,603

SABIO INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SABIO INC 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