Retirement plan

AHWATUKEE PHOENIX FADS INC. 401(K) PLAN

Name: AHWATUKEE PHOENIX FADS INC. - AHWATUKEE PHOENIX FADS INC. 401(K) PLAN (2024) Form 5500
Creator: AHWATUKEE PHOENIX FADS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AHWATUKEE PHOENIX FADS INC. 401(K) PLAN, AHWATUKEE PHOENIX FADS INC.

AHWATUKEE PHOENIX FADS INC.EIN 83-2724006Plan #001PY 2024

3820 EAST RAY ROAD, SUITE 2 - PHOENIX, AZ 85044608-695-2021

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$117K

+69.8% from 2023

Total participants

0.0% from 2023

Average account balance

$11,698

+86.8% from 2023

Annual return

13.04%

+2.61 pp from 2023

Benchmarks

See 10,220 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,220 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$117K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$393

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 codes2F2J2G2T3D

Plan features

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

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

$4K

$393 / participant

Other / not subdivided$4K100.0%

% of EOY assets

3.362%

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

$11,698

$169,356-93.1%

$129,406-91.0%

$145,897-92.0%

Participation rate

90.0%

76.5%+13.5pp

69.6%+20.4pp

80.3%+9.7pp

Annual return

13.04%

14418.62%-14405.6pp

9468.18%-9455.1pp

552.29%-539.3pp

Employer contribution / active EE

$1,300

$5,542-76.6%

$4,155-68.7%

$4,663-72.1%

Participant deferral / active EE

$2,716

$4,987-45.5%

$4,167-34.8%

$6,689-59.4%

Admin fee / account holder

$393

$9,915-96.0%

$7,689-94.9%

$13,390-97.1%

AHWATUKEE PHOENIX FADS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AHWATUKEE PHOENIX FADS INC. 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