Retirement plan

GELSON'S MARKETS PHARMACISTS 401(K) PLAN

Name: ARDEN GROUP, INC. - GELSON'S MARKETS PHARMACISTS 401(K) PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#002Retirement-$72.4M assets

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed November 30, 2015

Plan administrator

Plan administrator name— Sign in and upgrade to view

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)

$2.3M

+6.3% from 2019

Total participants

+11.1% from 2019

Average account balance

$283,161

+19.6% from 2019

Annual return

6.70%

-4.35 pp from 2019

Benchmarks

See 18,868 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,868 peers

Snapshot2020

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

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 codes2E2F2G2J2T3D3H

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.
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

$120K

$13318 / participant

Other / not subdivided$120K100.0%

% of EOY assets

5.291%

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

$283,161

$112,933+150.7%

$90,970+211.3%

$158,982+78.1%

Participation rate

77.8%

74.7%+3.0pp

69.0%+8.8pp

82.0%-4.2pp

Annual return

6.70%

215.82%-209.1pp

134.60%-127.9pp

302.99%-296.3pp

Employer contribution / active EE

$1,000

$2,893-65.4%

$2,122-52.9%

$4,763-79.0%

Participant deferral / active EE

$10,530

$4,128+155.1%

$3,373+212.2%

$5,983+76.0%

Admin fee / account holder

$14,983

$8,047+86.2%

$5,961+151.4%

$11,252+33.2%

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