Retirement plan

CASA BLANCA EXPRESS 401K PLAN

Name: CASA BLANCA EXPRESS - CASA BLANCA EXPRESS 401K PLAN (2021) Form 5500
Creator: CASA BLANCA EXPRESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASA BLANCA EXPRESS 401K PLAN, CASA BLANCA EXPRESS

CASA BLANCA EXPRESSEIN 95-4352191Plan #001PY 2021

2248 TOWNSGATE ROAD, SUITE 1 - WESTLAKE VILLAGE, CA 91361818-992-5100LinkedIn1-10 employeespackage/freight delivery

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+20.7% from 2020

Total participants

-12.2% from 2020

Average account balance

$94,170

+10.6% from 2020

Annual return

14.92%

-7.43 pp from 2020

Benchmarks

See 4,518 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,518 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$718K

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

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

+4.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66568

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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$2K

$65 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.191%

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

$94,170

$56,134+67.8%

$96,161-2.1%

$85,856+9.7%

Participation rate

27.3%

56.7%-29.4pp

68.4%-41.2pp

69.3%-42.0pp

Annual return

14.92%

42.30%-27.4pp

192.01%-177.1pp

318.58%-303.7pp

Employer contribution / active EE

$1,620-100.0%

$2,798-100.0%

$2,565-100.0%

Participant deferral / active EE

$1,691

$2,858-40.8%

$4,349-61.1%

$3,952-57.2%

Admin fee / account holder

$180

$3,769-95.2%

$5,538-96.8%

$6,261-97.1%

CASA BLANCA EXPRESS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASA BLANCA EXPRESS 401K 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