Retirement plan

THOMAS CUISINE MANAGEMENT 401(K) PLAN

Name: THOMAS MANAGEMENT, LLC - THOMAS CUISINE MANAGEMENT 401(K) PLAN (2017) Form 5500
Creator: THOMAS MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMAS CUISINE MANAGEMENT 401(K) PLAN, THOMAS MANAGEMENT, LLC

THOMAS MANAGEMENT, LLCEIN 82-0410020Plan #001PY 2017

700 E. FRANKLIN ROAD - MERIDIAN, ID 836422938208-884-5766

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed December 31, 2024 (most recent of 5 filings on file)

Plan administrator

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700 E Franklin Rd

Meridian, ID 83642

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Plans declared (1)

Thomas Cuisine Deferred Compensation Plan5 emp

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Total assets (EOY)

$10.3M

+32.8% from 2016

Total participants

564

+27.6% from 2016

Average account balance

$33,587

+9.5% from 2016

Annual return

20.22%

+11.30 pp from 2016

Benchmarks

See 698 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort698 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.01M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

707

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.

39.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$227

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3+ years Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$46,835
PINNACLE PENSION SERVICES3+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 · EIN 82-0433443 3101 W. MAIN STREET, STE 100 · BOISE, ID 83702	Contract Administrator	$26,815
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 26-1958084 24 E COTA STREET, STE 200 · SANTA BARBARA, CA 93101	Advisory (Plan)	$25,833
EIDE BAILLY LLP3+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 877 W. MAIN STREET, STE 800 · BOISE, ID 83702	Accounting	$7,500

Plan features & details

Pension benefit codes2A2E2F2J2K3H3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$75K

$143 / participant

Investment mgmt$26K34.6%
Contract admin$41K55.4%
Other / not subdivided$8K10.0%

% of EOY assets

0.722%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: EIDE BAILLY, LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,587

$28,416+18.2%

$73,550-54.3%

$69,631-51.8%

Participation rate

50.9%

38.3%+12.5pp

54.9%-4.1pp

70.7%-19.8pp

Annual return

20.22%

-694.13%+714.4pp

-15.16%+35.4pp

27571.02%-27550.8pp

Employer contribution / active EE

$717

$430+66.6%

$1,219-41.2%

$2,032-64.7%

Participant deferral / active EE

$1,952

$897+117.6%

$1,804+8.2%

$3,224-39.4%

Admin fee / account holder

$243

$104+132.5%

$2,320-89.5%

$110+119.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3+ years

Filed as: GREAT-WEST LIFE & ANNUITY INS. CO.

Service code 64 · EIN 84-0467907

8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$46,835

PINNACLE PENSION SERVICES3+ years

Filed as: PINNACLE PENSION SERVICES, INC.

Service code 13 · EIN 82-0433443

3101 W. MAIN STREET, STE 100 · BOISE, ID 83702

Contract Administrator

$26,815

PENSIONMARK FINANCIAL GROUP LLC3+ years

Filed as: PENSIONMARK FINANCIAL GROUP, LLC

Service code 27 · EIN 26-1958084

24 E COTA STREET, STE 200 · SANTA BARBARA, CA 93101

Advisory (Plan)

$25,833

EIDE BAILLY LLP3+ years

Filed as: EIDE BAILLY, LLP

Service code 10 · EIN 45-0250958

877 W. MAIN STREET, STE 800 · BOISE, ID 83702

Accounting

$7,500

THOMAS CUISINE MANAGEMENT 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMAS CUISINE MANAGEMENT 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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