Retirement plan

BCKORS, LLC DBA MANAGEMENT 360 401(K) P/S PLAN

Name: BCKORS, LLC DBA MANAGEMENT 360 - BCKORS, LLC DBA MANAGEMENT 360 401(K) P/S PLAN (2024) Form 5500
Creator: BCKORS, LLC DBA MANAGEMENT 360
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BCKORS, LLC DBA MANAGEMENT 360 401(K) P/S PLAN, BCKORS, LLC DBA MANAGEMENT 360

BCKORS, LLC DBA MANAGEMENT 360EIN 82-0575429Plan #001PY 2024

9100 WILSHIRE BLVD, SUITE 1000W - BEVERLY HILLS, CA 902123463310-272-7000

Prospect flagsLow returnsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$12.6M

+20.5% from 2023

Total participants

+24.1% from 2023

Average account balance

$256,853

+5.7% from 2023

Annual return

11.04%

-9.38 pp from 2023

Benchmarks

See 3,327 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort3,327 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.59M

Not enough data

1 years with asset history on file

Average account balance

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

$257K

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2942

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 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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$144K

$2443 / participant

Other / not subdivided$144K100.0%

% of EOY assets

1.145%

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

$256,853

$51,604+397.7%

$129,295+98.7%

$80,874+217.6%

Participation rate

69.5%

57.0%+12.5pp

69.6%-0.1pp

67.6%+1.8pp

Annual return

11.04%

20.76%-9.7pp

9429.28%-9418.2pp

35.62%-24.6pp

Employer contribution / active EE

$6,236

$1,585+293.5%

$4,157+50.0%

$2,756+126.3%

Participant deferral / active EE

$11,955

$2,670+347.7%

$4,169+186.8%

$4,297+178.2%

Admin fee / account holder

$2,942

$4,310-31.7%

$7,665-61.6%

$6,935-57.6%

BCKORS, LLC DBA MANAGEMENT 360 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BCKORS, LLC DBA MANAGEMENT 360 401(K) P/S 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