Retirement plan

COLEBROOK REALTY SERVICES, INC. 401(K) PLAN AND TRUST

Name: COLEBROOK REALTY SERVICES, INC. - COLEBROOK REALTY SERVICES, INC. 401(K) PLAN AND TRUST (2023) Form 5500
Creator: COLEBROOK REALTY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLEBROOK REALTY SERVICES, INC. 401(K) PLAN AND TRUST, COLEBROOK REALTY SERVICES, INC.

COLEBROOK REALTY SERVICES, INC.EIN 04-2913799Plan #001PY 2023

1441 MAIN STREET - SPRINGFIELD, MA 01103413-781-0066colebrookrealty.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

+26.3% from 2022

Total participants

0.0% from 2022

Average account balance

$197,736

+21.4% from 2022

Annual return

25.86%

+43.82 pp from 2022

Benchmarks

See 4,117 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort4,117 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.75M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1493

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 codes2E2J

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.

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

$57K

$2027 / participant

Other / not subdivided$57K100.0%

% of EOY assets

1.104%

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

$197,736

$70,684+179.7%

$169,390+16.7%

$75,173+163.0%

Participation rate

82.1%

64.8%+17.3pp

77.2%+5.0pp

67.2%+14.9pp

Annual return

25.86%

36.38%-10.5pp

406.07%-380.2pp

160.72%-134.9pp

Employer contribution / active EE

$482

$2,211-78.2%

$4,013-88.0%

$2,671-82.0%

Participant deferral / active EE

$2,112

$4,310-51.0%

$6,222-66.1%

$4,126-48.8%

Admin fee / account holder

$2,183

$5,404-59.6%

$9,015-75.8%

$5,651-61.4%

COLEBROOK REALTY SERVICES, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLEBROOK REALTY SERVICES, INC. 401(K) PLAN AND TRUST

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