Retirement plan

BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC. 401(K) PROFIT SHARING PLAN

Name: BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC. - BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC. 401(K) PROFIT SHARING PLAN, BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC.

BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC.EIN 84-3533520Plan #001PY 2024

C/O ALTMAN, GREENFIELD, SELVAGGI, 10960 WILSHIRE BLVD., SUITE 1900 - LOS ANGELES, CA 90024310-444-9044

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$147K

+61.2% from 2023

Total participants

+25.0% from 2023

Average account balance

$29,399

+29.0% from 2023

Annual return

5.33%

-6.43 pp from 2023

Benchmarks

See 10,226 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,226 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$147K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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

$51K

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

+5.33%

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 codes2E2G2J2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$29,399

$169,336-82.6%

$129,384-77.3%

$145,884-79.8%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

5.33%

14408.70%-14403.4pp

9461.77%-9456.4pp

551.85%-546.5pp

Employer contribution / active EE

$4,743

$5,540-14.4%

$4,153+14.2%

$4,662+1.7%

Participant deferral / active EE

$5,452

$4,985+9.4%

$4,166+30.9%

$6,690-18.5%

Admin fee / account holder

$9,912-100.0%

$7,686-100.0%

$13,392-100.0%

BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BIGHEAD, LITTLEHEAD, BERNIEHEAD, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion