Retirement plan

REAL PROPERTY MICHIGAN, L.L.C. 401(K) PLAN

Name: REAL PROPERTY MICHIGAN, L.L.C. - REAL PROPERTY MICHIGAN, L.L.C. 401(K) PLAN (2025) Form 5500
Creator: REAL PROPERTY MICHIGAN, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REAL PROPERTY MICHIGAN, L.L.C. 401(K) PLAN, REAL PROPERTY MICHIGAN, L.L.C.

REAL PROPERTY MICHIGAN, L.L.C.EIN 03-0609307Plan #001PY 2025

503 SOUTH RATH AVE. - LUDINGTON, MI 49431231-845-7500

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$889K

+37.6% from 2024

Total participants

+42.9% from 2024

Average account balance

$127,001

+37.6% from 2024

Annual return

20.89%

+3.40 pp from 2024

Benchmarks

See 15,991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,991 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$889K

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+20.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$413

$59 / participant

Other / not subdivided$413100.0%

% of EOY assets

0.046%

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

$127,001

$180,749-29.7%

$160,784-21.0%

$137,256-7.5%

Participation rate

57.1%

80.0%-22.8pp

77.0%-19.8pp

80.0%-22.8pp

Annual return

20.89%

2234.46%-2213.6pp

1803.92%-1783.0pp

220.34%-199.4pp

Employer contribution / active EE

$1,202

$4,155-71.1%

$3,733-67.8%

$4,156-71.1%

Participant deferral / active EE

$14,258

$6,844+108.3%

$6,293+126.6%

$6,407+122.5%

Admin fee / account holder

$59

$10,397-99.4%

$9,717-99.4%

$12,270-99.5%

REAL PROPERTY MICHIGAN, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REAL PROPERTY MICHIGAN, L.L.C. 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