Retirement plan

DMC SQUARED INC. RETIREMENT PLAN

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

DMC SQUARED INC.EIN 93-3830158Plan #001PY 2024

16833 DEER PATH DR - HOMER GLEN, IL 60491847-858-2380

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$330K

+171.3% from 2023

Total participants

0.0% from 2023

Average account balance

$330,024

+171.3% from 2023

Annual return

171.31%

+171.31 pp from 2023

Benchmarks

See 10,254 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,254 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$15

$15 / participant

Other / not subdivided$15100.0%

% of EOY assets

0.005%

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

$330,024

$169,237+95.0%

$129,339+155.2%

$145,978+126.1%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

171.31%

14364.43%-14193.1pp

9437.05%-9265.7pp

550.52%-379.2pp

Employer contribution / active EE

$5,540-100.0%

$4,154-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,991-100.0%

$4,170-100.0%

$6,690-100.0%

Admin fee / account holder

$15

$9,882-99.8%

$7,668-99.8%

$13,400-99.9%

DMC SQUARED INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DMC SQUARED INC. RETIREMENT 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