Retirement plan

LANES MAPLE SHOPPE, A CORPORATION 401(K) PROFIT SHARING PLAN

Name: LANES MAPLE SHOPPE, A CORPORATION - LANES MAPLE SHOPPE, A CORPORATION 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: LANES MAPLE SHOPPE, A CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANES MAPLE SHOPPE, A CORPORATION 401(K) PROFIT SHARING PLAN, LANES MAPLE SHOPPE, A CORPORATION

LANES MAPLE SHOPPE, A CORPORATIONEIN 95-1811719Plan #001PY 2024

23 SCARLET MAPLE DRIVE - LADERA RANCH, CA 92694714-404-0726

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$620K

+9.2% from 2023

Total participants

0.0% from 2023

Average account balance

$206,655

+9.2% from 2023

Annual return

4.96%

-16.30 pp from 2023

Benchmarks

See 10,322 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,322 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$620K

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+4.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3960

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 codes2E2J2G3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$3960 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.916%

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

$206,655

$109,967+87.9%

$97,197+112.6%

$145,877+41.7%

Participation rate

100.0%

76.0%+24.0pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

4.96%

244.27%-239.3pp

75.47%-70.5pp

551.28%-546.3pp

Employer contribution / active EE

$715

$3,077-76.8%

$2,723-73.8%

$4,663-84.7%

Participant deferral / active EE

$10,433

$4,676+123.1%

$4,263+144.7%

$6,691+55.9%

Admin fee / account holder

$3,960

$6,199-36.1%

$5,637-29.8%

$13,402-70.5%

LANES MAPLE SHOPPE, A CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LANES MAPLE SHOPPE, A CORPORATION 401(K) 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