Retirement plan

SWELL PRESS PAPER, LLC 401(K) PLAN

Name: SWELL PRESS PAPER, LLC - SWELL PRESS PAPER, LLC 401(K) PLAN (2024) Form 5500
Creator: SWELL PRESS PAPER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWELL PRESS PAPER, LLC 401(K) PLAN, SWELL PRESS PAPER, LLC

SWELL PRESS PAPER, LLCEIN 82-2060690Plan #001PY 2024

500 CARNELIAN ST # 200 - REDONDO BEACH, CA 90277770-241-0447

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$179K

+62.6% from 2023

Total participants

+33.3% from 2023

Average account balance

$22,426

+21.9% from 2023

Annual return

14.86%

-22.12 pp from 2023

Benchmarks

See 8,606 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,606 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

114.3%

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

+14.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$261

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 codes2E2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$298 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.164%

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

$22,426

$125,184-82.1%

$105,607-78.8%

$145,884-84.6%

Participation rate

100.0%

77.6%+22.4pp

75.3%+24.7pp

80.3%+19.7pp

Annual return

14.86%

225.00%-210.1pp

116.11%-101.2pp

551.85%-537.0pp

Employer contribution / active EE

$1,515

$3,720-59.3%

$3,167-52.2%

$4,662-67.5%

Participant deferral / active EE

$6,005

$5,714+5.1%

$5,011+19.8%

$6,690-10.2%

Admin fee / account holder

$261

$17,133-98.5%

$10,958-97.6%

$13,392-98.1%

SWELL PRESS PAPER, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWELL PRESS PAPER, LLC 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