Retirement plan

JD TETRA INC 401K PLAN

Name: JD TETRA INC 401K - JD TETRA INC 401K PLAN (2024) Form 5500
Creator: JD TETRA INC 401K
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JD TETRA INC 401K PLAN, JD TETRA INC 401K

JD TETRA INC 401KEIN 88-3400296Plan #001PY 2024

2964 AMERICAN SADDLER DRIVE - PARK CITY, UT 84060949-257-6358

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$566K

+72.7% from 2023

Total participants

0.0% from 2023

Average account balance

$141,417

+72.7% from 2023

Annual return

28.51%

+11.44 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$566K

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+28.51%

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 codes2J2E

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$141,417

$160,028-11.6%

$147,080-3.9%

$145,884-3.1%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

28.51%

98.60%-70.1pp

420.17%-391.7pp

551.85%-523.3pp

Employer contribution / active EE

$9,405

$5,286+77.9%

$4,933+90.6%

$4,662+101.7%

Participant deferral / active EE

$26,750

$8,422+217.6%

$8,066+231.6%

$6,690+299.9%

Admin fee / account holder

$15,030-100.0%

$12,989-100.0%

$13,392-100.0%

JD TETRA INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JD TETRA INC 401K 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