Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMPUTER SUPPLY PEOPLE, LLC.

Name: COMPUTER SUPPLY PEOPLE, LLC. - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMPUTER SUPPLY PEOPLE, LLC. (2024) Form 5500
Creator: COMPUTER SUPPLY PEOPLE, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMPUTER SUPPLY PEOPLE, LLC., COMPUTER SUPPLY PEOPLE, LLC.

COMPUTER SUPPLY PEOPLE, LLC.EIN 86-1151976Plan #003PY 2024

N84W13568 LEON RD - MENOMONEE FALLS, WI 530513307262-251-5511LinkedIn1-10 employeessupermarkets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$522K

+13.7% from 2023

Total participants

0.0% from 2023

Average account balance

$130,484

+13.7% from 2023

Annual return

11.34%

-1.65 pp from 2023

Benchmarks

See 10,322 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,322 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$595K

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

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

+12.25%

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 codes2G3D2J

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24

$8 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.005%

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

$130,484

$109,967+18.7%

$97,197+34.2%

$145,877-10.6%

Participation rate

100.0%

76.0%+24.0pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

11.34%

244.27%-232.9pp

75.47%-64.1pp

551.28%-539.9pp

Employer contribution / active EE

$3,077-100.0%

$2,723-100.0%

$4,663-100.0%

Participant deferral / active EE

$3,543

$4,676-24.2%

$4,263-16.9%

$6,691-47.0%

Admin fee / account holder

$6,199-99.9%

$5,637-99.9%

$13,402-100.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMPUTER SUPPLY PEOPLE, LLC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMPUTER SUPPLY PEOPLE, LLC.

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