Retirement plan

CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN

Name: REMA HOLDINGS LLC - CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN (2022) Form 5500
Creator: REMA HOLDINGS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN, REMA HOLDINGS LLC

REMA HOLDINGS LLCEIN 84-3557193Plan #001PY 2022

45 BROADWAY, 25TH FLOOR - NEW YORK, NY 10006212-509-9797

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$31.8M

-13.0% from 2021

Total participants

662

+19.3% from 2021

Average account balance

$93,597

-17.3% from 2021

Annual return

-15.74%

-29.90 pp from 2021

Benchmarks

See 645 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort645 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$46.82M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

405

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.

41.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.32M

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

+13.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$125

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
UNITED PLANNERS FINANCIAL SERVICES3+ years Service code 55 · EIN 86-0588303	Other Commissions	$55,605
CBIZ RETIREMENT PLAN SERVICES1 year Filed as: CBIZ MARKS PANETH, LLC Service code 10 · EIN 22-2769024	Accounting	$21,000
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$3,109

Plan features & details

Pension benefit codes2E2F2G2J2T3H3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$25K

$43 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.080%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAYER HOFFMAN MCCANN CPAS
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,597

$50,458+85.5%

$160,009-41.5%

$64,819+44.4%

Participation rate

46.0%

68.0%-22.1pp

78.0%-32.0pp

71.5%-25.5pp

Annual return

-15.74%

-13.42%-2.3pp

408.85%-424.6pp

32.84%-48.6pp

Employer contribution / active EE

$811

$1,722-52.9%

$4,225-80.8%

$2,507-67.6%

Participant deferral / active EE

$3,735

$4,004-6.7%

$6,183-39.6%

$4,311-13.4%

Admin fee / account holder

$75

$706-89.4%

$8,715-99.1%

$188-60.3%

Provider

Service type

Compensation

UNITED PLANNERS FINANCIAL SERVICES3+ years

Service code 55 · EIN 86-0588303

Other Commissions

$55,605

CBIZ RETIREMENT PLAN SERVICES1 year

Filed as: CBIZ MARKS PANETH, LLC

Service code 10 · EIN 22-2769024

Accounting

$21,000

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$3,109

CAMMEBY'S INTERNATIONAL LTD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMMEBY'S INTERNATIONAL LTD 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