Retirement plan

SAMUELS AND COMPANY, INC. 401(K) PLAN

Name: SAMUELS AND COMPANY, INC. - SAMUELS AND COMPANY, INC. 401(K) PLAN (2024) Form 5500
Creator: SAMUELS AND COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAMUELS AND COMPANY, INC. 401(K) PLAN, SAMUELS AND COMPANY, INC.

SAMUELS AND COMPANY, INC.EIN 95-4738592Plan #002PY 2024

11724 BROOKDALE LANE - STUDIO CITY, CA 916044203323-656-9923

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.6M

No prior year

Total participants

No prior year

Average account balance

$1,535,383

No prior year

Annual return

9.30%

No prior year

Benchmarks

See 54,761 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,761 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2A2E2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$9K

$3081 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.201%

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

$1,535,383

$110,410+1290.6%

$102,437+1398.9%

$145,897+952.4%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

9.30%

24.85%-15.5pp

24.95%-15.6pp

552.29%-543.0pp

Employer contribution / active EE

$33,500

$4,217+694.4%

$3,871+765.5%

$4,663+618.5%

Participant deferral / active EE

$20,333

$5,622+261.7%

$5,060+301.8%

$6,689+204.0%

Admin fee / account holder

$3,081

$9,745-68.4%

$8,388-63.3%

$13,390-77.0%

SAMUELS AND COMPANY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAMUELS AND COMPANY, INC. 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