Retirement plan

LARRY E. GUSTAFSON, INC. 401(K) PROFIT SHARING PLAN

Name: LARRY E. GUSTAFSON, INC. - LARRY E. GUSTAFSON, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: LARRY E. GUSTAFSON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LARRY E. GUSTAFSON, INC. 401(K) PROFIT SHARING PLAN, LARRY E. GUSTAFSON, INC.

LARRY E. GUSTAFSON, INC.EIN 86-0779300Plan #001PY 2024

1517 E. TODD DRIVE - TEMPE, AZ 85283480-820-6643legins.netLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$339K

+30.8% from 2023

Total participants

0.0% from 2023

Average account balance

$113,091

+30.8% from 2023

Annual return

13.19%

-1.15 pp from 2023

Benchmarks

See 37,087 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,087 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$339K

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1465

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$1465 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.295%

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

$113,091

$201,372-43.8%

$184,260-38.6%

$145,884-22.5%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

13.19%

29.04%-15.9pp

28.84%-15.7pp

551.85%-538.7pp

Employer contribution / active EE

$2,526

$7,024-64.0%

$6,427-60.7%

$4,662-45.8%

Participant deferral / active EE

$12,706

$9,808+29.5%

$9,133+39.1%

$6,690+89.9%

Admin fee / account holder

$1,465

$16,362-91.0%

$13,898-89.5%

$13,392-89.1%

LARRY E. GUSTAFSON, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LARRY E. GUSTAFSON, INC. 401(K) PROFIT SHARING 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