Retirement plan

GIVE AND GO 401(K) PLAN

Name: GIVE AND GO PREPARED FOODS (U.S.A.) CORP. - GIVE AND GO 401(K) PLAN (2024) Form 5500
Creator: GIVE AND GO PREPARED FOODS (U.S.A.) CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GIVE AND GO 401(K) PLAN, GIVE AND GO PREPARED FOODS (U.S.A.) CORP.

GIVE AND GO PREPARED FOODS (U.S.A.) CORP.EIN 98-0401256Plan #001PY 2024

41 NATCON DRIVE - SHIRLEY, NY 11967631-205-0455

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$4.9M

+5.5% from 2023

Total participants

326

+8.3% from 2023

Average account balance

$94,376

+7.5% from 2023

Annual return

12.14%

-4.77 pp from 2023

Benchmarks

See 744 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort744 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.91M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

13.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$730K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20475

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 codes2F2G2J2T3D2E

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$1.1M

$3359 / participant

Other / not subdivided$1M100.0%

% of EOY assets

21.695%

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

$94,376

$66,459+42.0%

$81,286+16.1%

$77,714+21.4%

Participation rate

13.6%

68.7%-55.1pp

69.5%-56.0pp

70.6%-57.0pp

Annual return

12.14%

15.95%-3.8pp

24.80%-12.7pp

31.26%-19.1pp

Employer contribution / active EE

$739

$2,156-65.7%

$2,463-70.0%

$2,727-72.9%

Participant deferral / active EE

$1,565

$3,674-57.4%

$3,883-59.7%

$4,649-66.3%

Admin fee / account holder

$20,475

$585+3399.7%

$5,764+255.2%

$433+4625.8%

GIVE AND GO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GIVE AND GO 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