Retirement plan

WEISS INVESTMENTS, A CA 401K PLAN

Name: WEISS INVESTMENTS, A CA - WEISS INVESTMENTS, A CA 401K PLAN (2024) Form 5500
Creator: WEISS INVESTMENTS, A CA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEISS INVESTMENTS, A CA 401K PLAN, WEISS INVESTMENTS, A CA

WEISS INVESTMENTS, A CAEIN 95-4454622Plan #001PY 2024

1237 S VICTORIA AVE, STE 411 - OXNARD, CA 93035323-333-7478LinkedIn1-10 employees

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$215K

+42.1% from 2023

Total participants

+4.3% from 2023

Average account balance

$35,803

+42.1% from 2023

Annual return

16.26%

-6.97 pp from 2023

Benchmarks

See 20,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$215K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

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

+16.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$252

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.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$63 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.704%

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

$35,803

$211,239-83.1%

$178,528-79.9%

$145,877-75.5%

Participation rate

25.0%

80.8%-55.8pp

77.1%-52.1pp

80.3%-55.3pp

Annual return

16.26%

30.22%-14.0pp

27.11%-10.8pp

551.28%-535.0pp

Employer contribution / active EE

$736

$4,570-83.9%

$3,950-81.4%

$4,663-84.2%

Participant deferral / active EE

$891

$6,963-87.2%

$6,278-85.8%

$6,691-86.7%

Admin fee / account holder

$252

$12,095-97.9%

$10,419-97.6%

$13,402-98.1%

WEISS INVESTMENTS, A CA 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEISS INVESTMENTS, A CA 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