Retirement plan

ZURIER COMPANY OF SAN FRANCISCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Name: ZURIER COMPANY OF SAN FRANCISCO, INC. - ZURIER COMPANY OF SAN FRANCISCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST (2022) Form 5500
Creator: ZURIER COMPANY OF SAN FRANCISCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZURIER COMPANY OF SAN FRANCISCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST, ZURIER COMPANY OF SAN FRANCISCO, INC.

ZURIER COMPANY OF SAN FRANCISCO, INC.EIN 94-3376290Plan #003PY 2022

6147-A INDUSTRIAL WAY - LIVERMORE, CA 94551925-449-5858zurier.comLinkedIn11-50 employeeswholesale

Other plans on this EIN

1 filing

#002Retirement-$4.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5M

No prior year

Total participants

No prior year

Average account balance

$218,409

No prior year

Annual return

-1.29%

No prior year

Benchmarks

See 23,461 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,461 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.60M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+4.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18949

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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$716K

$32549 / participant

Other / not subdivided$716K100.0%

% of EOY assets

14.255%

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

$218,409

$142,409+53.4%

$119,634+82.6%

$134,545+62.3%

Participation rate

100.0%

82.8%+17.2pp

79.3%+20.7pp

81.2%+18.8pp

Annual return

-1.29%

-12.46%+11.2pp

-14.98%+13.7pp

418.37%-419.7pp

Employer contribution / active EE

$6,810

$5,224+30.3%

$4,232+60.9%

$4,742+43.6%

Participant deferral / active EE

$6,468-100.0%

$5,601-100.0%

$6,401-100.0%

Admin fee / account holder

$31,133

$13,594+129.0%

$10,329+201.4%

$11,431+172.4%

ZURIER COMPANY OF SAN FRANCISCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZURIER COMPANY OF SAN FRANCISCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN & 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