Retirement plan

PDM INTERNAITONAL CORP. 401(K) PLAN

Name: PDM INTERNAITONAL CORP. - PDM INTERNAITONAL CORP. 401(K) PLAN (2023) Form 5500
Creator: PDM INTERNAITONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PDM INTERNAITONAL CORP. 401(K) PLAN, PDM INTERNAITONAL CORP.

PDM INTERNAITONAL CORP.EIN 90-0351024Plan #001PY 2023

783 RIO DEL MAR BLVD., SUITE 63 - APTOS, CA 95003831-818-2695

Other plans on this EIN

1 filing

#002Retirement-$626K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$143K

+58.0% from 2022

Total participants

0.0% from 2022

Average account balance

$71,294

+58.0% from 2022

Annual return

12.30%

+23.21 pp from 2022

Benchmarks

See 4,362 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,362 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$169K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

-11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12600

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 codes2E2G2J3D

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.
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

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

$16K

$8200 / participant

Other / not subdivided$16K100.0%

% of EOY assets

11.502%

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

$71,294

$95,664-25.5%

$76,902-7.3%

$139,487-48.9%

Participation rate

100.0%

74.0%+26.0pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

12.30%

55.03%-42.7pp

37.91%-25.6pp

373.84%-361.5pp

Employer contribution / active EE

$5,776

$3,147+83.5%

$2,534+127.9%

$4,755+21.5%

Participant deferral / active EE

$23,061

$4,626+398.5%

$3,833+501.6%

$6,713+243.5%

Admin fee / account holder

$8,200

$8,311-1.3%

$5,479+49.7%

$11,407-28.1%

PDM INTERNAITONAL CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PDM INTERNAITONAL CORP. 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