Retirement plan

SK WINERY MANAGEMENT LLC 401(K) RETIREMENT PLAN

Name: OUT FROM LAND INVESTOR GROUP LLC - SK WINERY MANAGEMENT LLC 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: OUT FROM LAND INVESTOR GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SK WINERY MANAGEMENT LLC 401(K) RETIREMENT PLAN, OUT FROM LAND INVESTOR GROUP LLC

OUT FROM LAND INVESTOR GROUP LLCEIN 82-3929588Plan #001PY 2024

2245 SOUTH VASCO ROAD, SUITE C - LIVERMORE, CA 94550925-209-3750

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$997K

+17.4% from 2023

Total participants

+16.7% from 2023

Average account balance

$199,488

+17.4% from 2023

Annual return

17.05%

-3.24 pp from 2023

Benchmarks

See 4,452 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,452 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$997K

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$520

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

+17.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$296

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$296 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.148%

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

$199,488

$100,147+99.2%

$81,286+145.4%

$145,877+36.8%

Participation rate

60.0%

74.2%-14.2pp

69.5%-9.5pp

80.3%-20.3pp

Annual return

17.05%

34.44%-17.4pp

24.80%-7.7pp

551.28%-534.2pp

Employer contribution / active EE

$2,977-100.0%

$2,463-100.0%

$4,663-100.0%

Participant deferral / active EE

$520

$4,607-88.7%

$3,883-86.6%

$6,691-92.2%

Admin fee / account holder

$296

$8,201-96.4%

$5,764-94.9%

$13,402-97.8%

SK WINERY MANAGEMENT LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SK WINERY MANAGEMENT LLC 401(K) RETIREMENT 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