Retirement plan

GIOVANNI GARRETTO 401K PLAN

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

GIOVANNI GARRETTOEIN 81-4779092Plan #001PY 2025

5525 GREEN BAY ROAD - KENOSHA, WI 53142262-657-2060

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$469K

+25.3% from 2024

Total participants

0.0% from 2024

Average account balance

$469,410

+25.3% from 2024

Annual return

16.91%

-2.71 pp from 2024

Benchmarks

See 169 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort169 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$469K

Not enough data

1 years with asset history on file

Average account balance

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

$469K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+16.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$469,410

$176,572+165.8%

$137,256+242.0%

Participation rate

100.0%

75.1%+24.9pp

80.0%+20.0pp

Annual return

16.91%

652.77%-635.9pp

220.34%-203.4pp

Employer contribution / active EE

$31,342

$5,055+520.1%

$4,156+654.1%

Participant deferral / active EE

$5,052-100.0%

$6,407-100.0%

Admin fee / account holder

$6,447-100.0%

$12,270-100.0%

GIOVANNI GARRETTO 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GIOVANNI GARRETTO 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion