Retirement plan

THE ACT 1 GROUP OF COMPANIES FOR STAFF EMPLOYEES 1081. 01(D) PLAN

Name: THE ACT 1 GROUP, INC. - THE ACT 1 GROUP OF COMPANIES FOR STAFF EMPLOYEES 1081. 01(D) PLAN (2024) Form 5500
Creator: THE ACT 1 GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ACT 1 GROUP OF COMPANIES FOR STAFF EMPLOYEES 1081. 01(D) PLAN, THE ACT 1 GROUP, INC.

THE ACT 1 GROUP, INC.EIN 95-3278704Plan #006PY 2024

137 W. BROADWAY - GLENDALE, CA 91204818-240-2688LinkedIn1-10 employees

Other plans on this EIN

1 filing

#007Retirement-$1 assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$156K

+57.5% from 2023

Total participants

+141.4% from 2023

Average account balance

$2,231

-75.2% from 2023

Annual return

13.08%

-3.90 pp from 2023

Benchmarks

See 5,410 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,410 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$156K

Not enough data

1 years with asset history on file

Average account balance

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

$2K

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

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$288

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 codes2E2F2J3C

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).
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$20K

$672 / participant

Other / not subdivided$20K100.0%

% of EOY assets

12.910%

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

$2,231

$57,140-96.1%

$85,240-97.4%

$80,959-97.2%

Participation rate

100.0%

56.4%+43.6pp

67.5%+32.5pp

67.7%+32.3pp

Annual return

13.08%

21.71%-8.6pp

66.75%-53.7pp

35.67%-22.6pp

Employer contribution / active EE

$287

$1,802-84.0%

$2,735-89.5%

$2,757-89.6%

Participant deferral / active EE

$1,754

$3,115-43.7%

$4,527-61.3%

$4,300-59.2%

Admin fee / account holder

$288

$4,992-94.2%

$6,165-95.3%

$6,925-95.8%

THE ACT 1 GROUP OF COMPANIES FOR STAFF EMPLOYEES 1081. 01(D) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ACT 1 GROUP OF COMPANIES FOR STAFF EMPLOYEES 1081. 01(D) 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