Retirement plan

ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING PLAN

Name: ENVIRONMENTAL SYSTEMS INC. OF NORTHERN CALIFORNIA - ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING PLAN (2024) Form 5500
Creator: ENVIRONMENTAL SYSTEMS INC. OF NORTHERN CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING PLAN, ENVIRONMENTAL SYSTEMS INC. OF NORTHERN CALIFORNIA

ENVIRONMENTAL SYSTEMS INC. OF NORTHERN CALIFORNIAEIN 94-2298197Plan #001PY 2024

3353 DE LA CRUZ BOULEVARD - SANTA CLARA, CA 95054408-980-1711

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$17.1M

+26.3% from 2023

Total participants

+7.9% from 2023

Average account balance

$439,039

+19.9% from 2023

Annual return

26.79%

+14.05 pp from 2023

Benchmarks

See 18,536 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,536 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.21M

Not enough data

1 years with asset history on file

Average account balance

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

$453K

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.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$618K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+8.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57713

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 codes2E2H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$789K

$20756 / participant

Other / not subdivided$789K100.0%

% of EOY assets

4.606%

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

$439,039

$81,476+438.9%

$102,383+328.8%

$80,925+442.5%

Participation rate

94.7%

66.8%+27.9pp

74.5%+20.2pp

67.7%+27.1pp

Annual return

26.79%

25.59%+1.2pp

24.94%+1.9pp

35.65%-8.9pp

Employer contribution / active EE

$16,292

$3,105+424.7%

$3,870+320.9%

$2,756+491.1%

Participant deferral / active EE

$3,871-100.0%

$5,060-100.0%

$4,299-100.0%

Admin fee / account holder

$20,224

$6,717+201.1%

$8,391+141.0%

$6,940+191.4%

ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING 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