Retirement plan

OJAI FOOD PROJECT LP 401K PROFIT SHARING PLAN & TRUST

Name: OJAI FOOD PROJECT LP - OJAI FOOD PROJECT LP 401K PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: OJAI FOOD PROJECT LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OJAI FOOD PROJECT LP 401K PROFIT SHARING PLAN & TRUST, OJAI FOOD PROJECT LP

OJAI FOOD PROJECT LPdba THE DUTCHESSEIN 86-3355835Plan #001PY 2024

1223 WILSHIRE BLVD PMB 70 - SANTA MONICA, CA 904035406310-773-7397

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$32K

+302.8% from 2023

Total participants

+3.4% from 2023

Average account balance

$5,265

+168.6% from 2023

Annual return

15.46%

+15.46 pp from 2023

Benchmarks

See 6,884 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,884 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32K

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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.

10.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$376

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

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$194

$3 / participant

Other / not subdivided$194100.0%

% of EOY assets

0.614%

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

$5,265

$29,670-82.3%

$56,054-90.6%

$80,911-93.5%

Participation rate

8.3%

41.7%-33.3pp

52.5%-44.1pp

67.6%-59.3pp

Annual return

15.46%

35.24%-19.8pp

1705.95%-1690.5pp

35.63%-20.2pp

Employer contribution / active EE

$670-100.0%

$1,039-100.0%

$2,756-100.0%

Participant deferral / active EE

$376

$1,227-69.4%

$1,952-80.8%

$4,297-91.3%

Admin fee / account holder

$32

$2,431-98.7%

$2,822-98.9%

$6,935-99.5%

OJAI FOOD PROJECT LP 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OJAI FOOD PROJECT LP 401K PROFIT SHARING PLAN & TRUST

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