Retirement plan

OVERTIME SPORTS, INC. 401(K) PLAN

Name: OVERTIME SPORTS, INC. - OVERTIME SPORTS, INC. 401(K) PLAN (2025) Form 5500
Creator: OVERTIME SPORTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OVERTIME SPORTS, INC. 401(K) PLAN, OVERTIME SPORTS, INC.

OVERTIME SPORTS, INC.EIN 81-4471578Plan #001PY 2025

20 JAY STREET, SUITE 720 - BROOKLYN, NY 11201402-800-0466LinkedIn11-50 employeesfood & beverages

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$10.1M

+30.1% from 2024

Total participants

445

-3.3% from 2024

Average account balance

$42,167

+19.8% from 2024

Annual return

23.09%

-0.42 pp from 2024

Benchmarks

See 55 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort55 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.12M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

240

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.

48.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+23.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$182

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 2 by compensation

Provider	Service type	Compensation
NORTHWESTERN MUTUAL INVESTMENT SERV4+ years Service code 15 · EIN 39-2018056	Recordkeeping	$39,388
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$4,322

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$44K

$110 / participant

Recordkeeping$4K9.9%
Investment mgmt$39K90.1%

% of EOY assets

0.432%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SEAY & WEISSINGER LLC
Auditor EIN: 611663588
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,167

$106,212-60.3%

$98,090-57.0%

$71,012-40.6%

Participation rate

48.5%

76.8%-28.3pp

81.5%-33.1pp

58.6%-10.1pp

Annual return

23.09%

19.33%+3.8pp

37.05%-14.0pp

37.67%-14.6pp

Employer contribution / active EE

$3,373-100.0%

$3,606-100.0%

$2,348-100.0%

Participant deferral / active EE

$4,738

$8,077-41.3%

$7,845-39.6%

$3,246+46.0%

Admin fee / account holder

$182

$357-48.9%

$11,815-98.5%

$1,167-84.4%

Provider

Service type

Compensation

NORTHWESTERN MUTUAL INVESTMENT SERV4+ years

Service code 15 · EIN 39-2018056

Recordkeeping

$39,388

ADP BROKER-DEALER4+ years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$4,322

OVERTIME SPORTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OVERTIME SPORTS, INC. 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