Retirement plan

RETIREMENT INCOME SECURITY PLAN-PATMAN MEAT GROUP, INC.

Name: PATMAN MEAT GROUP, INC. - RETIREMENT INCOME SECURITY PLAN-PATMAN MEAT GROUP, INC. (2025) Form 5500
Creator: PATMAN MEAT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT INCOME SECURITY PLAN-PATMAN MEAT GROUP, INC., PATMAN MEAT GROUP, INC.

PATMAN MEAT GROUP, INC.EIN 95-3930747Plan #003PY 2025

100 BAYVIEW CIR, STE 510 - NEWPORT BEACH, CA 92660310-540-3015patmanmeatgroup.comLinkedIn11-50 employeescomputer software

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-55.3% from 2024

Total participants

0.0% from 2024

Average account balance

$141,088

-55.3% from 2024

Annual return

13.54%

+1.64 pp from 2024

Benchmarks

See 19,995 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort19,995 peers

Snapshot2025

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$257K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$239300

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 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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

$3.1M

$259241 / participant

Other / not subdivided$3M100.0%

% of EOY assets

169.610%

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

$141,088

$179,726-21.5%

$156,263-9.7%

$142,382-0.9%

Participation rate

100.0%

82.1%+17.9pp

78.9%+21.1pp

80.1%+19.9pp

Annual return

13.54%

77.86%-64.3pp

59.47%-45.9pp

217.08%-203.5pp

Employer contribution / active EE

$7,077

$5,069+39.6%

$4,333+63.3%

$4,299+64.6%

Participant deferral / active EE

$14,322

$6,956+105.9%

$6,158+132.6%

$6,507+120.1%

Admin fee / account holder

$239,300

$17,272+1285.5%

$14,255+1578.7%

$12,624+1795.6%

RETIREMENT INCOME SECURITY PLAN-PATMAN MEAT GROUP, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT INCOME SECURITY PLAN-PATMAN MEAT GROUP, INC.

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