Retirement plan

J. J. MAUGET COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: J. J. MAUGET COMPANY, INC. - J. J. MAUGET COMPANY, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: J. J. MAUGET COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. J. MAUGET COMPANY, INC. 401(K) PROFIT SHARING PLAN, J. J. MAUGET COMPANY, INC.

J. J. MAUGET COMPANY, INC.EIN 95-1968672Plan #002PY 2024

5435 PECK ROAD - ARCADIA, CA 91006626-444-1057LinkedIn11-50 employeeschemicals

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$369K

+32.5% from 2023

Total participants

-20.0% from 2023

Average account balance

$26,337

+89.3% from 2023

Annual return

19.26%

+15.67 pp from 2023

Benchmarks

See 8,606 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,606 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$441K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1099

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 codes2E2G2J3D

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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$17K

$1663 / participant

Other / not subdivided$17K100.0%

% of EOY assets

4.510%

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

$26,337

$125,184-79.0%

$105,607-75.1%

$145,884-81.9%

Participation rate

80.0%

77.6%+2.4pp

75.3%+4.7pp

80.3%-0.3pp

Annual return

19.26%

225.00%-205.7pp

116.11%-96.8pp

551.85%-532.6pp

Employer contribution / active EE

$1,482

$3,720-60.2%

$3,167-53.2%

$4,662-68.2%

Participant deferral / active EE

$3,086

$5,714-46.0%

$5,011-38.4%

$6,690-53.9%

Admin fee / account holder

$1,188

$17,133-93.1%

$10,958-89.2%

$13,392-91.1%

J. J. MAUGET COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. J. MAUGET COMPANY, INC. 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