Retirement plan

PINETREE SPORTS, INC., 401(K) PLAN

Name: PINETREE SPORTS, INC. - PINETREE SPORTS, INC., 401(K) PLAN (2024) Form 5500
Creator: PINETREE SPORTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINETREE SPORTS, INC., 401(K) PLAN, PINETREE SPORTS, INC.

PINETREE SPORTS, INC.EIN 82-0444935Plan #001PY 2024

2165 OVERLAND AVE. - BURLEY, ID 83318208-678-5869

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+23.4% from 2023

Total participants

+4.9% from 2023

Average account balance

$67,229

+33.2% from 2023

Annual return

9.27%

-10.48 pp from 2023

Benchmarks

See 9,339 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,339 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.55M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

102.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$355K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1629

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 codes2F2G2J2T3D

Plan features

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$62K

$1673 / participant

Other / not subdivided$62K100.0%

% of EOY assets

2.423%

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

$67,229

$71,197-5.6%

$93,669-28.2%

$80,925-16.9%

Participation rate

86.5%

60.4%+26.1pp

68.7%+17.8pp

67.7%+18.8pp

Annual return

9.27%

11.27%-2.0pp

133.59%-124.3pp

35.65%-26.4pp

Employer contribution / active EE

$2,865

$1,565+83.1%

$2,424+18.2%

$2,756+4.0%

Participant deferral / active EE

$6,735

$4,036+66.9%

$4,416+52.5%

$4,299+56.7%

Admin fee / account holder

$1,629

$6,959-76.6%

$8,291-80.4%

$6,940-76.5%

PINETREE SPORTS, INC., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PINETREE 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