Retirement plan

SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN

Name: SPECIALTY DOORS & AUTOMATION, INC. - SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN (2024) Form 5500
Creator: SPECIALTY DOORS & AUTOMATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN, SPECIALTY DOORS & AUTOMATION, INC.

SPECIALTY DOORS & AUTOMATION, INC.EIN 95-4653065Plan #002PY 2024

4700 LONG BEACH BLVD - LONG BEACH, CA 908056932310-647-7999LinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$1.2M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.3M

+21.5% from 2023

Total participants

+10.0% from 2023

Average account balance

$119,602

+10.5% from 2023

Annual return

8.09%

-0.89 pp from 2023

Benchmarks

See 19,390 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,390 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+8.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$95 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.079%

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

$119,602

$100,139+19.4%

$85,187+40.4%

$145,884-18.0%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

8.09%

84.15%-76.1pp

66.67%-58.6pp

551.85%-543.8pp

Employer contribution / active EE

$4,143

$3,238+28.0%

$2,732+51.6%

$4,662-11.1%

Participant deferral / active EE

$9,165

$5,296+73.1%

$4,525+102.6%

$6,690+37.0%

Admin fee / account holder

$95

$7,262-98.7%

$6,162-98.5%

$13,392-99.3%

SPECIALTY DOORS & AUTOMATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIALTY DOORS & AUTOMATION, INC. 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