Retirement plan

COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: COMMAND MANAGEMENT SERVICES, INC. - COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: COMMAND MANAGEMENT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, COMMAND MANAGEMENT SERVICES, INC.

COMMAND MANAGEMENT SERVICES, INC.EIN 93-1059688Plan #001PY 2024

620 SW FIFTH AVE., SUITE 300 - PORTLAND, OR 97204503-224-5600cms-corp.comLinkedIn51-200 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$5.9M

+6.1% from 2023

Total participants

186

-0.5% from 2023

Average account balance

$109,395

-3.7% from 2023

Annual return

13.50%

-3.03 pp from 2023

Benchmarks

See 1,430 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants100-249

Cohort1,430 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.91M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

32.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$394K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15440

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.
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

$834K

$4992 / participant

Other / not subdivided$834K100.0%

% of EOY assets

14.114%

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

$109,395

$30,437+259.4%

$56,033+95.2%

$74,459+46.9%

Participation rate

21.0%

32.9%-11.9pp

52.5%-31.5pp

67.2%-46.3pp

Annual return

13.50%

24.96%-11.5pp

1711.38%-1697.9pp

1369.70%-1356.2pp

Employer contribution / active EE

$787

$610+29.0%

$1,041-24.4%

$2,626-70.0%

Participant deferral / active EE

$1,571

$1,176+33.6%

$1,954-19.6%

$4,350-63.9%

Admin fee / account holder

$15,440

$2,363+553.3%

$2,827+446.1%

$1,945+693.9%

COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMAND MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN AND 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