Retirement plan

DEB AND DANELLE, LLC 401K/PSP

Name: DEB AND DANELLE LLC - DEB AND DANELLE, LLC 401K/PSP (2024) Form 5500
Creator: DEB AND DANELLE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEB AND DANELLE, LLC 401K/PSP, DEB AND DANELLE LLC

DEB AND DANELLE LLCEIN 84-4641142Plan #001PY 2024

3538 WREN LANDECK ROAD - OHIO CITY, OH 45874260-223-9481

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$498K

No prior year

Total participants

No prior year

Average account balance

$248,991

No prior year

Annual return

22.80%

No prior year

Benchmarks

See 10,254 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,254 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2G2J2K3B

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$2244 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.901%

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

$248,991

$169,237+47.1%

$129,339+92.5%

$145,978+70.6%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

22.80%

14364.43%-14341.6pp

9437.05%-9414.3pp

550.52%-527.7pp

Employer contribution / active EE

$5,540-100.0%

$4,154-100.0%

$4,662-100.0%

Participant deferral / active EE

$73,500

$4,991+1372.6%

$4,170+1662.6%

$6,690+998.7%

Admin fee / account holder

$2,244

$9,882-77.3%

$7,668-70.7%

$13,400-83.3%

DEB AND DANELLE, LLC 401K/PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEB AND DANELLE, LLC 401K/PSP

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