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Benchmarking Acore Capital 401(K) Plan in Larkspur, CA against
good (3)
Acore Capital 401(K) Plan in Larkspur, CA has the 7th-highest average account balance ($66,850) of the 99 plans whose industry group is Other Financial Investment Activities. That $66,850 compares to an average of $29,043 across those 99 plans.
Beating the average of $29,043 means an extra $5,141,782 in total assets.
Note: average account balance = total assets ÷ total participants
Acore Capital 401(K) Plan has these standings among those 99 peer plans:
Beating the average of $29,043 means an extra $5,141,782 in total assets.
Note: average account balance = total assets ÷ total participants
Acore Capital 401(K) Plan has these standings among those 99 peer plans:
- average account balance = $66,850 (7th-highest)
- total assets = $9,091,551 (7th-most)
- total participants = 136 (20th-fewest)
- average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Acore Capital 401(K) Plan in Larkspur, CA is in California, its EIN is 300865622, its industry group is Other Financial Investment Activities, its plan administrator is David Cordova, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 523900, has 100 to 499 total participants, is better than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and diversity of asset types (4 total), and is better than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (the entire set of 5).
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Numeric values:
- total assets at beginning of plan year ($9,280,743)
- net assets (assets minus liabilities) ($9.10M)
- total assets ($9,091,551)
- value of interest in registered investment companies (e.g., mutual funds) ($8.20M)
- total contributions ($2,188,576)
- cash contributions from participants ($1,419,344)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($796,699)
- total expenses ($620,627)
- total income ($431,435)
- cash contributions from employers ($227,671)
- average account balance ($66,850)
- participant loans ($58,646)
- receivables participant contributions ($23,080)
- average employer+participant cash contribution per active participant ($14,973)
- average participant cash contribution per active participant ($12,903)
- receivables employer contributions ($8,095)
- corrective distributions ($6,382)
- average employer cash contribution per active participant ($2,070)
- contract administrator fees ($1,940)
- total administrative expenses ($1,940)
- total administrative expense per participant ($14.26)
- total noninterest-bearing cash ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$1,391)
- net income (-$189,192)
- earnings on investments (-$1,757,141)
- net earnings on investments (-$1,757,141)
- percentage of active participants (80.9%)
- diversity of asset types (11.3%)
- total cash as a percentage of plan assets (8.76%)
- participant loans as a percentage of plan assets (0.65%)
- total administrative expense ratio (0.021%)
- employer securities as a percentage of plan assets (0.00%)
- growth in total assets during the plan year (-2.0%)
- yield on beginning-of-plan-year total assets (-18.93%)
- active participants (110)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (136)
- other retired or separated participants entitled to future benefits (26)
- retired or separated participants receiving benefits (0)
- total participants (136)
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