Retirement plan

RICHARD GORDON INTERESTS & AFFILIATES PROFIT SHARING PLAN

Name: RICHARD GORDON INTERESTS - RICHARD GORDON INTERESTS & AFFILIATES PROFIT SHARING PLAN (2025) Form 5500
Creator: RICHARD GORDON INTERESTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICHARD GORDON INTERESTS & AFFILIATES PROFIT SHARING PLAN, RICHARD GORDON INTERESTS

RICHARD GORDON INTERESTSEIN 06-1045692Plan #002PY 2025

ONE OLD MOUNTAIN ROAD - FARMINGTON, CT 06032860-674-4266

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$14.4M

+14.5% from 2024

Total participants

0.0% from 2024

Average account balance

$2,872,735

+14.5% from 2024

Annual return

14.28%

-1.28 pp from 2024

Benchmarks

See 3,922 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort3,922 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.36M

Not enough data

1 years with asset history on file

Average account balance

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

$2.9M

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+14.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20090

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$100K

$33484 / participant

Other / not subdivided$100K100.0%

% of EOY assets

0.699%

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

$2,872,735

$289,211+893.3%

$260,467+1002.9%

$198,609+1346.4%

Participation rate

100.0%

83.1%+16.9pp

80.5%+19.5pp

82.4%+17.6pp

Annual return

14.28%

112.90%-98.6pp

100.60%-86.3pp

202.70%-188.4pp

Employer contribution / active EE

$34,590

$4,663+641.8%

$4,239+716.1%

$5,055+584.2%

Participant deferral / active EE

$7,800

$6,812+14.5%

$6,319+23.4%

$6,977+11.8%

Admin fee / account holder

$20,090

$16,236+23.7%

$15,461+29.9%

$19,030+5.6%

RICHARD GORDON INTERESTS & AFFILIATES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICHARD GORDON INTERESTS & AFFILIATES 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