Retirement plan

AJ LEE APPAREL, INC. RETIREMENT PLAN

Name: AJ LEE APPAREL, INC. - AJ LEE APPAREL, INC. RETIREMENT PLAN (2024) Form 5500
Creator: AJ LEE APPAREL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AJ LEE APPAREL, INC. RETIREMENT PLAN, AJ LEE APPAREL, INC.

AJ LEE APPAREL, INC.EIN 85-3133324Plan #001PY 2024

331 S. MISSION RD. - LOS ANGELES, CA 90033213-239-5677

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$230K

+72.1% from 2023

Total participants

+11.1% from 2023

Average account balance

$32,850

+72.1% from 2023

Annual return

13.77%

-4.99 pp from 2023

Benchmarks

See 22,372 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,372 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$230K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.77%

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 codes2E2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$32,850

$111,814-70.6%

$93,654-64.9%

$145,959-77.5%

Participation rate

70.0%

74.2%-4.2pp

68.7%+1.3pp

80.3%-10.3pp

Annual return

13.77%

203.30%-189.5pp

133.34%-119.6pp

561.95%-548.2pp

Employer contribution / active EE

$2,104

$3,092-32.0%

$2,421-13.1%

$4,661-54.9%

Participant deferral / active EE

$5,688

$4,914+15.7%

$4,413+28.9%

$6,689-15.0%

Admin fee / account holder

$10,246-100.0%

$8,282-100.0%

$13,398-100.0%

AJ LEE APPAREL, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AJ LEE APPAREL, INC. RETIREMENT 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