Retirement plan

CUSTOM APPAREL 401(K) PLAN

Name: CUSTOM APPAREL ETC, LLC - CUSTOM APPAREL 401(K) PLAN (2024) Form 5500
Creator: CUSTOM APPAREL ETC, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUSTOM APPAREL 401(K) PLAN, CUSTOM APPAREL ETC, LLC

CUSTOM APPAREL ETC, LLCEIN 84-2608367Plan #001PY 2024

1180 BRITTAIN ROAD - AKRON, OH 44305330-507-8932customappareletc.comLinkedIn11-50 employeesapparel & fashion

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$583K

+19.5% from 2023

Total participants

0.0% from 2023

Average account balance

$116,680

+19.5% from 2023

Annual return

11.13%

-246.51 pp from 2023

Benchmarks

See 4,447 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,447 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$583K

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$148

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

1 tripped

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

$739

$148 / participant

Other / not subdivided$739100.0%

% of EOY assets

0.127%

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

$116,680

$100,262+16.4%

$81,370+43.4%

$145,897-20.0%

Participation rate

80.0%

74.3%+5.7pp

69.5%+10.5pp

80.3%-0.3pp

Annual return

11.13%

34.52%-23.4pp

24.85%-13.7pp

552.29%-541.2pp

Employer contribution / active EE

$1,916

$2,979-35.7%

$2,464-22.3%

$4,663-58.9%

Participant deferral / active EE

$6,241

$4,612+35.3%

$3,885+60.6%

$6,689-6.7%

Admin fee / account holder

$148

$8,163-98.2%

$5,749-97.4%

$13,390-98.9%

CUSTOM APPAREL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUSTOM APPAREL 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