Retirement plan

LITTLE LENNONS EARLY LEARNING INC. RETIREMENT PLAN

Name: LITTLE LENNONS EARLY LEARNING INC. - LITTLE LENNONS EARLY LEARNING INC. RETIREMENT PLAN (2024) Form 5500
Creator: LITTLE LENNONS EARLY LEARNING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLE LENNONS EARLY LEARNING INC. RETIREMENT PLAN, LITTLE LENNONS EARLY LEARNING INC.

LITTLE LENNONS EARLY LEARNING INC.EIN 87-2630986Plan #001PY 2024

105 CHURCH RD - MALVERN, PA 19355484-748-4167

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+26.8% from 2023

Total participants

+11.8% from 2023

Average account balance

$77,223

-10.5% from 2023

Annual return

26.09%

-64.81 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$389

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

+26.09%

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 codes2E2G2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$77,223

$88,778-13.0%

$81,844-5.6%

$145,884-47.1%

Participation rate

88.9%

75.1%+13.8pp

72.4%+16.5pp

80.3%+8.6pp

Annual return

26.09%

1033.03%-1006.9pp

778.87%-752.8pp

551.85%-525.8pp

Employer contribution / active EE

$389

$3,087-87.4%

$2,916-86.7%

$4,662-91.7%

Participant deferral / active EE

$4,648-100.0%

$4,323-100.0%

$6,690-100.0%

Admin fee / account holder

$8,430-100.0%

$7,355-100.0%

$13,392-100.0%

LITTLE LENNONS EARLY LEARNING INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LITTLE LENNONS EARLY LEARNING 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