Retirement plan

GELSON'S MARKETS PHARMACISTS 401(K) PLAN

Name: ARDEN GROUP, INC. - GELSON'S MARKETS PHARMACISTS 401(K) PLAN (2018) Form 5500
Creator: ARDEN GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GELSON'S MARKETS PHARMACISTS 401(K) PLAN, ARDEN GROUP, INC.

ARDEN GROUP, INC.EIN 95-3163136Plan #003PY 2018

13833 FREEWAY DRIVE - SANTA FE SPRINGS, CA 90670310-638-2842ardengroupinc.comLinkedIn1001-5000 employees

Other plans on this EIN

1 filing

#002Retirement-$49.6M assets

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed November 30, 2015

Plan administrator

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2020 South Central Ave.

Compton State: CA Zip Code: 90220

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Plans declared (1)

Gelson's Market Nonqualified Deferred Compensation Plan10 emp

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Total assets (EOY)

$2M

+7.8% from 2017

Total participants

+22.2% from 2017

Average account balance

$182,643

-11.8% from 2017

Annual return

-0.90%

-11.48 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

$24K

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

+3.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Service code 52 · EIN 04-1590850	Indirect Investment Fees	$421
AMERICAN FUNDS1 year Service code 52 · EIN 95-1426645	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768	Indirect Investment Fees	$0
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK Service code 52 · EIN 04-2528977	Indirect Investment Fees	$0
OPPENHEIMER1 year Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0655816	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G3D2T

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.
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.

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

$3K

$344 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.171%

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

$182,643

$95,979+90.3%

$74,551+145.0%

$135,380+34.9%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-0.90%

56.97%-57.9pp

32.53%-33.4pp

519.81%-520.7pp

Employer contribution / active EE

$1,765

$2,716-35.0%

$1,961-10.0%

$4,779-63.1%

Participant deferral / active EE

$14,722

$3,844+283.0%

$3,108+373.7%

$5,609+162.5%

Admin fee / account holder

$313

$6,522-95.2%

$5,059-93.8%

$10,828-97.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$421

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1426645

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 13-3151768

Indirect Investment Fees

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK

Service code 52 · EIN 04-2528977

Indirect Investment Fees

OPPENHEIMER1 year

Service code 52 · EIN 93-6305075

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-0655816

Indirect Investment Fees

GELSON'S MARKETS PHARMACISTS 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GELSON'S MARKETS PHARMACISTS 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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