Retirement plan

RETAIL SALES LINK, INC. 401(K) PLAN

Name: RETAIL SALES LINK, INC. - RETAIL SALES LINK, INC. 401(K) PLAN (2023) Form 5500
Creator: RETAIL SALES LINK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETAIL SALES LINK, INC. 401(K) PLAN, RETAIL SALES LINK, INC.

RETAIL SALES LINK, INC.EIN 95-4862796Plan #002PY 2023

3024 REDONDO AVENUE - SANTA ROSA VALLEY, CA 93012818-681-7268LinkedIn1-10 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+22.1% from 2022

Total participants

0.0% from 2022

Average account balance

$211,599

+22.1% from 2022

Annual return

10.48%

+27.23 pp from 2022

Benchmarks

See 23,805 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,805 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$248K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+7.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1240

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$7K

$2478 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.586%

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

$211,599

$154,209+37.2%

$130,062+62.7%

$139,487+51.7%

Participation rate

100.0%

82.0%+18.0pp

78.5%+21.5pp

80.3%+19.7pp

Annual return

10.48%

32.52%-22.0pp

-137.37%+147.9pp

373.84%-363.4pp

Employer contribution / active EE

$12,840

$5,292+142.6%

$4,322+197.1%

$4,755+170.1%

Participant deferral / active EE

$27,500

$6,709+309.9%

$5,821+372.5%

$6,713+309.7%

Admin fee / account holder

$1,239

$13,988-91.1%

$10,601-88.3%

$11,407-89.1%

RETAIL SALES LINK, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETAIL SALES LINK, 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