Retirement plan

COSTUME KINGDOM 401(K) PLAN

Name: T & T COLLECTIBLES, INC. - COSTUME KINGDOM 401(K) PLAN (2018) Form 5500
Creator: T & T COLLECTIBLES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COSTUME KINGDOM 401(K) PLAN, T & T COLLECTIBLES, INC.

T & T COLLECTIBLES, INC.EIN 95-4680664Plan #001PY 2018

6025 YOLANDA AVE. - TARZANA, CA 91356818-344-9832

Other plans on this EIN

1 filing

#002Retirement-$792K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$990K

+14.9% from 2017

Total participants

-9.1% from 2017

Average account balance

$99,018

+26.4% from 2017

Annual return

0.14%

-17.55 pp from 2017

Benchmarks

See 7,521 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.62M

Not enough data

1 years with asset history on file

Average account balance

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

$291K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1139

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 codes2E2F2G2J3D

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.
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

$21K

$2089 / participant

Other / not subdivided$21K100.0%

% of EOY assets

2.110%

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

$99,018

$107,809-8.2%

$90,657+9.2%

$135,379-26.9%

Participation rate

100.0%

78.0%+22.0pp

74.0%+26.0pp

82.6%+17.4pp

Annual return

0.14%

-0.90%+1.0pp

1.89%-1.7pp

519.79%-519.6pp

Employer contribution / active EE

$10,592

$3,018+251.0%

$2,532+318.4%

$4,779+121.6%

Participant deferral / active EE

$4,231

$3,872+9.3%

$3,424+23.6%

$5,609-24.6%

Admin fee / account holder

$2,089

$5,931-64.8%

$4,994-58.2%

$10,828-80.7%

COSTUME KINGDOM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COSTUME KINGDOM 401(K) 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