Retirement plan

OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Name: OXYGO HQ FLORIDA, LLC - OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: OXYGO HQ FLORIDA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN, OXYGO HQ FLORIDA, LLC

OXYGO HQ FLORIDA, LLCEIN 82-3970392Plan #001PY 2024

2200 PRINCIPAL ROW - ORLANDO, FL 32837440-716-9962

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+26.7% from 2023

Total participants

+20.8% from 2023

Average account balance

$96,371

+12.6% from 2023

Annual return

20.11%

-1.07 pp from 2023

Benchmarks

See 14,164 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,164 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.12M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

129.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

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

+23.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13200

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 codes2E2F2J2T3D3H

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).
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

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

$153K

$3336 / participant

Other / not subdivided$153K100.0%

% of EOY assets

2.949%

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

$96,371

$86,938+10.9%

$102,423-5.9%

$80,925+19.1%

Participation rate

78.3%

72.4%+5.9pp

76.5%+1.8pp

67.7%+10.6pp

Annual return

20.11%

18.89%+1.2pp

29.42%-9.3pp

35.65%-15.5pp

Employer contribution / active EE

$2,797

$2,369+18.0%

$3,023-7.5%

$2,756+1.5%

Participant deferral / active EE

$6,398

$4,120+55.3%

$5,054+26.6%

$4,299+48.8%

Admin fee / account holder

$2,842

$8,053-64.7%

$9,455-69.9%

$6,940-59.1%

OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING 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