Retirement plan

MARIN SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

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

MARIN SUPPLY CO. OF CALIFORNIA INC.EIN 95-2633789Plan #002PY 2024

9613 CANOGA AVENUE - CHATSWORTH, CA 913114115818-491-7902

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.2M

+15.5% from 2023

Total participants

-5.6% from 2023

Average account balance

$255,975

+36.1% from 2023

Annual return

14.83%

-4.13 pp from 2023

Benchmarks

See 9,019 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,019 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.17M

Not enough data

1 years with asset history on file

Average account balance

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

$256K

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$240K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8222

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2R2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$230K

$7674 / participant

Other / not subdivided$230K100.0%

% of EOY assets

3.212%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$255,975

$101,724+151.6%

$164,813+55.3%

$80,856+216.6%

Participation rate

80.0%

71.8%+8.2pp

78.6%+1.4pp

67.6%+12.4pp

Annual return

14.83%

16.72%-1.9pp

69.93%-55.1pp

35.59%-20.8pp

Employer contribution / active EE

$1,738

$2,953-41.2%

$4,341-60.0%

$2,755-36.9%

Participant deferral / active EE

$6,273

$4,477+40.1%

$6,031+4.0%

$4,296+46.0%

Admin fee / account holder

$8,222

$8,227-0.1%

$12,690-35.2%

$6,918+18.9%

MARIN SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIN SUPPLY 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