Retirement plan

MR BEEZ TERMITE AND PEST CONTROL 401(K) PLAN

Name: MR BEEZ TERMITE AND PEST CONTROL - MR BEEZ TERMITE AND PEST CONTROL 401(K) PLAN (2024) Form 5500
Creator: MR BEEZ TERMITE AND PEST CONTROL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MR BEEZ TERMITE AND PEST CONTROL 401(K) PLAN, MR BEEZ TERMITE AND PEST CONTROL

MR BEEZ TERMITE AND PEST CONTROLEIN 81-4977244Plan #001PY 2024

73850 DINAH SHORE DRIVE, SUITE 103 - PALM DESERT, CA 92211760-774-4990

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$128K

+101.8% from 2023

Total participants

+16.7% from 2023

Average account balance

$25,661

+101.8% from 2023

Annual return

17.90%

-29.53 pp from 2023

Benchmarks

See 19,441 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,441 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$128K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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 codes2E2J2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$881

$126 / participant

Other / not subdivided$881100.0%

% of EOY assets

0.687%

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

$25,661

$99,995-74.3%

$85,063-69.8%

$145,978-82.4%

Participation rate

71.4%

74.1%-2.7pp

67.5%+3.9pp

80.3%-8.9pp

Annual return

17.90%

83.99%-66.1pp

66.54%-48.6pp

550.52%-532.6pp

Employer contribution / active EE

$3,231-100.0%

$2,727-100.0%

$4,662-100.0%

Participant deferral / active EE

$7,621

$5,295+43.9%

$4,523+68.5%

$6,690+13.9%

Admin fee / account holder

$176

$7,255-97.6%

$6,155-97.1%

$13,400-98.7%

MR BEEZ TERMITE AND PEST CONTROL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MR BEEZ TERMITE AND PEST CONTROL 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