Retirement plan

THE QUARTER CREOLE CUISINE LLC 401(K) WITH PROFIT SHARING

Name: THE QUARTER CREOLE CUISINE LLC - THE QUARTER CREOLE CUISINE LLC 401(K) WITH PROFIT SHARING (2023) Form 5500
Creator: THE QUARTER CREOLE CUISINE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE QUARTER CREOLE CUISINE LLC 401(K) WITH PROFIT SHARING, THE QUARTER CREOLE CUISINE LLC

THE QUARTER CREOLE CUISINE LLCEIN 83-1325474Plan #001PY 2023

201 N INDIAN HILL BLVD, STE 103 - CLAREMONT, CA 91711310-346-6766thequartercreole.comLinkedIn1-10 employees

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$26K

+190.6% from 2022

Total participants

-4.8% from 2022

Average account balance

$1,967

+257.6% from 2022

Annual return

30.24%

+30.24 pp from 2022

Benchmarks

See 12,888 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,888 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42K

Not enough data

1 years with asset history on file

Average account balance

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

$4K

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.

29.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$66

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

+18.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$65 / participant

Other / not subdivided$1K100.0%

% of EOY assets

4.834%

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

$1,967

$81,763-97.6%

$58,561-96.6%

$139,466-98.6%

Participation rate

63.2%

61.3%+1.8pp

50.9%+12.3pp

80.3%-17.2pp

Annual return

30.24%

7427.77%-7397.5pp

4251.33%-4221.1pp

373.66%-343.4pp

Employer contribution / active EE

$1,398-100.0%

$1,053-100.0%

$4,754-100.0%

Participant deferral / active EE

$799

$2,555-68.7%

$1,923-58.5%

$6,712-88.1%

Admin fee / account holder

$95

$3,273-97.1%

$2,520-96.2%

$11,409-99.2%

THE QUARTER CREOLE CUISINE LLC 401(K) WITH PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE QUARTER CREOLE CUISINE LLC 401(K) WITH PROFIT SHARING

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