Retirement plan

LEE'S GOLD, INC. RETIREMENT PLAN

Name: LEE'S GOLD & DIAMOND IMPORT, INC. - LEE'S GOLD, INC. RETIREMENT PLAN (2024) Form 5500
Creator: LEE'S GOLD & DIAMOND IMPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEE'S GOLD, INC. RETIREMENT PLAN, LEE'S GOLD & DIAMOND IMPORT, INC.

LEE'S GOLD & DIAMOND IMPORT, INC.EIN 95-4159457Plan #001PY 2024

606 S. HILL ST., SUITE 401 - LOS ANGELES, CA 90014213-736-9300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-15.9% from 2023

Total participants

+18.8% from 2023

Average account balance

$66,066

-30.7% from 2023

Annual return

15.06%

-4.56 pp from 2023

Benchmarks

See 23,862 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,862 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

94.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36471

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$620K

$34444 / participant

Other / not subdivided$620K100.0%

% of EOY assets

55.203%

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

$66,066

$166,242-60.3%

$165,071-60.0%

$145,884-54.7%

Participation rate

88.9%

82.0%+6.9pp

78.6%+10.3pp

80.3%+8.6pp

Annual return

15.06%

100.44%-85.4pp

70.17%-55.1pp

551.85%-536.8pp

Employer contribution / active EE

$3,867

$5,283-26.8%

$4,347-11.1%

$4,662-17.1%

Participant deferral / active EE

$7,639

$6,964+9.7%

$6,035+26.6%

$6,690+14.2%

Admin fee / account holder

$36,471

$16,658+118.9%

$12,695+187.3%

$13,392+172.3%

LEE'S GOLD, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEE'S GOLD, INC. RETIREMENT 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