Retirement plan

ATOMIC BRAND ENERGY 401(K) PLAN

Name: ATOMIC BRAND ENERGY - ATOMIC BRAND ENERGY 401(K) PLAN (2024) Form 5500
Creator: ATOMIC BRAND ENERGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATOMIC BRAND ENERGY 401(K) PLAN, ATOMIC BRAND ENERGY

ATOMIC BRAND ENERGYEIN 85-3114122Plan #001PY 2024

115 BROAD STREET, SUITE 202 - LAGRANGE, GA 30240706-333-1744atomicbrandenergy.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$70K

+75.9% from 2023

Total participants

0.0% from 2023

Average account balance

$14,095

+40.7% from 2023

Annual return

15.20%

-15.34 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$70K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$280

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$200 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.989%

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

$14,095

$159,934-91.2%

$147,005-90.4%

$145,959-90.3%

Participation rate

71.4%

84.0%-12.6pp

82.2%-10.7pp

80.3%-8.9pp

Annual return

15.20%

98.24%-83.0pp

418.76%-403.6pp

561.95%-546.7pp

Employer contribution / active EE

$1,553

$5,287-70.6%

$4,934-68.5%

$4,661-66.7%

Participant deferral / active EE

$1,922

$8,427-77.2%

$8,070-76.2%

$6,689-71.3%

Admin fee / account holder

$280

$15,053-98.1%

$13,006-97.8%

$13,398-97.9%

ATOMIC BRAND ENERGY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATOMIC BRAND ENERGY 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