Retirement plan

EMPLOYEE BENEFIT PLAN OF C V ASSOCIATES NY PE L S P C

Name: C.V. ASSOCIATES NY, PE, LS, P.C. - EMPLOYEE BENEFIT PLAN OF C V ASSOCIATES NY PE L S P C (2025) Form 5500
Creator: C.V. ASSOCIATES NY, PE, LS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF C V ASSOCIATES NY PE L S P C, C.V. ASSOCIATES NY, PE, LS, P.C.

C.V. ASSOCIATES NY, PE, LS, P.C.EIN 06-1442136Plan #001PY 2025

148 ROUTE 17M STE 2 - HARRIMAN, NY 10926845-774-1075cvassociatesny.comLinkedIn11-50 employeesmechanical or industrial engineering

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.5M

+22.0% from 2024

Total participants

-7.5% from 2024

Average account balance

$85,731

+10.6% from 2024

Annual return

11.98%

-0.83 pp from 2024

Benchmarks

See 11,128 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort11,128 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.49M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

86.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$661K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3988

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$255K

$3449 / participant

Other / not subdivided$255K100.0%

% of EOY assets

4.651%

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

$85,731

$106,524-19.5%

$152,301-43.7%

$87,485-2.0%

Participation rate

86.5%

75.8%+10.7pp

82.4%+4.0pp

68.9%+17.6pp

Annual return

11.98%

26.89%-14.9pp

80.50%-68.5pp

26.06%-14.1pp

Employer contribution / active EE

$4,008

$3,371+18.9%

$4,624-13.3%

$2,596+54.4%

Participant deferral / active EE

$4,931

$6,525-24.4%

$8,004-38.4%

$4,274+15.4%

Admin fee / account holder

$3,988

$8,287-51.9%

$14,398-72.3%

$7,775-48.7%

EMPLOYEE BENEFIT PLAN OF C V ASSOCIATES NY PE L S P C

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF C V ASSOCIATES NY PE L S P C

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