Retirement plan

INSIDE THEN OUT 401(K) PLAN

Name: INSIDE AND THEN OUT, LLC - INSIDE THEN OUT 401(K) PLAN (2024) Form 5500
Creator: INSIDE AND THEN OUT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSIDE THEN OUT 401(K) PLAN, INSIDE AND THEN OUT, LLC

INSIDE AND THEN OUT, LLCEIN 85-1724723Plan #001PY 2024

851 NE 1ST AVENUE, UNIT 3802 - MIAMI, FL 33132561-906-0265

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$154K

No prior year

Total participants

No prior year

Average account balance

$77,215

No prior year

Annual return

9.78%

No prior year

Benchmarks

See 10,376 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,376 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2G2J2K3D

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.
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.
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

$1K

$698 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.904%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,215

$109,982-29.8%

$97,226-20.6%

$145,922-47.1%

Participation rate

100.0%

75.9%+24.1pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

9.78%

242.90%-233.1pp

75.13%-65.4pp

561.29%-551.5pp

Employer contribution / active EE

$4,214

$3,084+36.6%

$2,729+54.4%

$4,660-9.6%

Participant deferral / active EE

$12,429

$4,676+165.8%

$4,264+191.5%

$6,688+85.8%

Admin fee / account holder

$698

$6,221-88.8%

$5,654-87.7%

$13,397-94.8%

INSIDE THEN OUT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSIDE THEN OUT 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