Retirement plan

PERFECT COPY PRODUCTS, INC. 401(K) PLAN

Name: PERFECT COPY PRODUCTS, INC. - PERFECT COPY PRODUCTS, INC. 401(K) PLAN (2025) Form 5500
Creator: PERFECT COPY PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERFECT COPY PRODUCTS, INC. 401(K) PLAN, PERFECT COPY PRODUCTS, INC.

PERFECT COPY PRODUCTS, INC.EIN 95-3758636Plan #001PY 2025

2413 W EMPIRE AVE - BURBANK, CA 91504818-997-9120perfectcopyproducts.comLinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$369K

+27.8% from 2024

Total participants

-25.0% from 2024

Average account balance

$61,452

+49.1% from 2024

Annual return

16.07%

+0.40 pp from 2024

Benchmarks

See 6,668 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort6,668 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$369K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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 codes2F2G2H2S2T3D

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$993

$166 / participant

Other / not subdivided$993100.0%

% of EOY assets

0.269%

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

$61,452

$132,634-53.7%

$115,768-46.9%

$137,256-55.2%

Participation rate

100.0%

77.9%+22.1pp

74.4%+25.6pp

80.0%+20.0pp

Annual return

16.07%

160.70%-144.6pp

100.46%-84.4pp

220.34%-204.3pp

Employer contribution / active EE

$1,184

$3,360-64.8%

$2,940-59.7%

$4,156-71.5%

Participant deferral / active EE

$4,481

$5,619-20.2%

$4,917-8.9%

$6,407-30.1%

Admin fee / account holder

$166

$15,028-98.9%

$12,439-98.7%

$12,270-98.7%

PERFECT COPY PRODUCTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERFECT COPY PRODUCTS, INC. 401(K) 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