Retirement plan

CANTINA CREATIVE 401(K) PLAN

Name: TERRITORY GROUP CC HOLDINGS INC - CANTINA CREATIVE 401(K) PLAN (2025) Form 5500
Creator: TERRITORY GROUP CC HOLDINGS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANTINA CREATIVE 401(K) PLAN, TERRITORY GROUP CC HOLDINGS INC

TERRITORY GROUP CC HOLDINGS INCEIN 88-2532739Plan #001PY 2025

5410 WILSHIRE BLVD, SUITE 500 - LOS ANGELES, CA 90036310-954-6986

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+34.9% from 2024

Total participants

0.0% from 2024

Average account balance

$149,339

+34.9% from 2024

Annual return

21.33%

+1.12 pp from 2024

Benchmarks

See 5,493 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort5,493 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+21.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$608

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 codes2E3D2G2J2F2T

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

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

$6K

$507 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.407%

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

$149,339

$97,289+53.5%

$92,805+60.9%

$155,188-3.8%

Participation rate

83.3%

84.2%-0.8pp

83.5%-0.2pp

80.8%+2.5pp

Annual return

21.33%

29.03%-7.7pp

31.59%-10.3pp

148.84%-127.5pp

Employer contribution / active EE

$3,632-100.0%

$3,424-100.0%

$4,248-100.0%

Participant deferral / active EE

$12,509

$8,795+42.2%

$8,448+48.1%

$6,531+91.5%

Admin fee / account holder

$608

$12,015-94.9%

$10,911-94.4%

$14,480-95.8%

CANTINA CREATIVE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CANTINA CREATIVE 401(K) 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