Retirement plan

NEST-FILLER RETIREMENT PLAN

Name: PURORGANIC PRODUCTS, INC. - NEST-FILLER RETIREMENT PLAN (2024) Form 5500
Creator: PURORGANIC PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEST-FILLER RETIREMENT PLAN, PURORGANIC PRODUCTS, INC.

PURORGANIC PRODUCTS, INC.EIN 95-4819694Plan #001PY 2024

2334 E. VALENCIA DR. - FULLERTON, CA 92831714-522-7707

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$982K

+32.9% from 2023

Total participants

+10.9% from 2023

Average account balance

$19,256

+19.9% from 2023

Annual return

13.00%

-4.79 pp from 2023

Benchmarks

See 8,636 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,636 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$982K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

283.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$881

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 codes2E2J3D

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.
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

$45K

$2496 / participant

Other / not subdivided$45K100.0%

% of EOY assets

4.575%

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

$19,256

$126,519-84.8%

$106,201-81.9%

$145,959-86.8%

Participation rate

100.0%

77.7%+22.3pp

75.3%+24.7pp

80.3%+19.7pp

Annual return

13.00%

225.10%-212.1pp

116.26%-103.3pp

561.95%-549.0pp

Employer contribution / active EE

$5,910

$3,726+58.6%

$3,170+86.5%

$4,661+26.8%

Participant deferral / active EE

$4,762

$5,716-16.7%

$5,012-5.0%

$6,689-28.8%

Admin fee / account holder

$881

$17,312-94.9%

$11,039-92.0%

$13,398-93.4%

NEST-FILLER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEST-FILLER RETIREMENT 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