Retirement plan

ALBERT RIGHTER & TITTMANN ARCHITECTS PROFIT SHARING PLAN

Name: ALBERT RIGHTER & TITTMANN ARCHITECTS, INC. - ALBERT RIGHTER & TITTMANN ARCHITECTS PROFIT SHARING PLAN (2025) Form 5500
Creator: ALBERT RIGHTER & TITTMANN ARCHITECTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALBERT RIGHTER & TITTMANN ARCHITECTS PROFIT SHARING PLAN, ALBERT RIGHTER & TITTMANN ARCHITECTS, INC.

ALBERT RIGHTER & TITTMANN ARCHITECTS, INC.EIN 04-2890768Plan #001PY 2025

33 UNION ST, FLOOR 4 - BOSTON, MA 02108617-451-5740artarchitects.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

-15.3% from 2024

Total participants

+10.0% from 2024

Average account balance

$213,463

-23.0% from 2024

Annual return

11.43%

-13.42 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.70M

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$258K

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

+11.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81047

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 codes2E2J3D

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.
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

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

$1.8M

$104884 / participant

Other / not subdivided$2M100.0%

% of EOY assets

37.968%

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

$213,463

$196,972+8.4%

$182,262+17.1%

$198,609+7.5%

Participation rate

100.0%

85.7%+14.3pp

84.2%+15.8pp

82.4%+17.6pp

Annual return

11.43%

158.27%-146.8pp

140.60%-129.2pp

202.70%-191.3pp

Employer contribution / active EE

$3,825

$5,364-28.7%

$5,046-24.2%

$5,055-24.3%

Participant deferral / active EE

$11,342

$8,643+31.2%

$8,276+37.0%

$6,977+62.6%

Admin fee / account holder

$81,047

$18,429+339.8%

$16,712+385.0%

$19,030+325.9%

ALBERT RIGHTER & TITTMANN ARCHITECTS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALBERT RIGHTER & TITTMANN ARCHITECTS PROFIT SHARING 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