Retirement plan

FEARLESS ENDEAVORS RETIREMENT PLAN

Name: FEARLESS ENDEAVORS, INC - FEARLESS ENDEAVORS RETIREMENT PLAN (2022) Form 5500
Creator: FEARLESS ENDEAVORS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FEARLESS ENDEAVORS RETIREMENT PLAN, FEARLESS ENDEAVORS, INC

FEARLESS ENDEAVORS, INCEIN 83-1643155Plan #001PY 2022

3525 CANTERBURY LANE - CEDAR RAPIDS, IA 52411319-294-5271

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$691K

-1.2% from 2021

Total participants

0.0% from 2021

Average account balance

$345,404

-1.2% from 2021

Annual return

-1.23%

+34.89 pp from 2021

Benchmarks

See 1,232 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,232 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$888K

Not enough data

1 years with asset history on file

Average account balance

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

$444K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-24.97%

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 codes2E2G2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$45

$23 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.007%

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

$345,404

$147,727+133.8%

$115,756+198.4%

$134,532+156.7%

Participation rate

100.0%

80.4%+19.6pp

77.1%+22.9pp

81.2%+18.8pp

Annual return

-1.23%

73.96%-75.2pp

143.14%-144.4pp

418.27%-419.5pp

Employer contribution / active EE

$4,713-100.0%

$3,793-100.0%

$4,741-100.0%

Participant deferral / active EE

$7,563-100.0%

$6,254-100.0%

$6,401-100.0%

Admin fee / account holder

$23

$14,571-99.8%

$8,124-99.7%

$11,429-99.8%

FEARLESS ENDEAVORS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FEARLESS ENDEAVORS 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