Retirement plan

UPMANN SANCHEZ TURF AND LANDSCAPE 401(K) PLAN

Name: UPMANN SANCHEZ TURF AND LANDSCAPE DBA US TURF - UPMANN SANCHEZ TURF AND LANDSCAPE 401(K) PLAN (2024) Form 5500
Creator: UPMANN SANCHEZ TURF AND LANDSCAPE DBA US TURF
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UPMANN SANCHEZ TURF AND LANDSCAPE 401(K) PLAN, UPMANN SANCHEZ TURF AND LANDSCAPE DBA US TURF

UPMANN SANCHEZ TURF AND LANDSCAPE DBA US TURFEIN 82-3793304Plan #001PY 2024

8888 MIRAMAR RD., SUITE 100 - SAN DIEGO, CA 92126916-719-7557

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$528K

+6.2% from 2023

Total participants

-69.2% from 2023

Average account balance

$131,952

+59.3% from 2023

Annual return

17.40%

-7.96 pp from 2023

Benchmarks

See 19,410 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,410 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$528K

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+17.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34375

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 codes2E2J2F2G3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$138K

$34375 / participant

Other / not subdivided$138K100.0%

% of EOY assets

26.051%

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

$131,952

$100,073+31.9%

$85,126+55.0%

$145,877-9.5%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

17.40%

84.11%-66.7pp

66.63%-49.2pp

551.28%-533.9pp

Employer contribution / active EE

$3,142

$3,236-2.9%

$2,731+15.0%

$4,663-32.6%

Participant deferral / active EE

$16,538

$5,294+212.4%

$4,523+265.6%

$6,691+147.2%

Admin fee / account holder

$34,375

$7,261+373.4%

$6,160+458.0%

$13,402+156.5%

UPMANN SANCHEZ TURF AND LANDSCAPE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UPMANN SANCHEZ TURF AND LANDSCAPE 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