Retirement plan

NNN PROPERTIES LLC PROFIT SHARING/401(K) PLAN

Name: NNN PROPERTIES LLC - NNN PROPERTIES LLC PROFIT SHARING/401(K) PLAN (2018) Form 5500
Creator: NNN PROPERTIES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NNN PROPERTIES LLC PROFIT SHARING/401(K) PLAN, NNN PROPERTIES LLC

NNN PROPERTIES LLCEIN 03-0599484Plan #002PY 2018

260 MADISON AVENUE, 5TH FLOOR - NEW YORK, NY 10016212-430-5115LinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#001Retirement-$2.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-1.9% from 2017

Total participants

+66.7% from 2017

Average account balance

$245,747

-41.1% from 2017

Annual return

-5.25%

-19.13 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.64M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

87.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$815K

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

+30.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1172

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 codes2E2J3B3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$11K

$2747 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.894%

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

$245,747

$211,946+15.9%

$169,452+45.0%

$135,380+81.5%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-5.25%

3.26%-8.5pp

1.83%-7.1pp

519.81%-525.1pp

Employer contribution / active EE

$1,191

$5,117-76.7%

$4,157-71.3%

$4,779-75.1%

Participant deferral / active EE

$9,250

$6,075+52.3%

$5,277+75.3%

$5,609+64.9%

Admin fee / account holder

$2,198

$11,472-80.8%

$9,110-75.9%

$10,828-79.7%

NNN PROPERTIES LLC PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NNN PROPERTIES LLC PROFIT SHARING/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