Retirement plan

EURASIA GROUP 401(K) PROFIT SHARING PLAN

Name: EURASIA GROUP - EURASIA GROUP 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: EURASIA GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EURASIA GROUP 401(K) PROFIT SHARING PLAN, EURASIA GROUP

EURASIA GROUPEIN 06-1504950Plan #001PY 2024

21 W 26TH STREET - NEW YORK, NY 10010212-213-3122eurasiagroup.netLinkedIn51-200 employeesinternational affairs

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.3M

+14.7% from 2023

Total participants

193

-3.0% from 2023

Average account balance

$121,009

+16.6% from 2023

Annual return

13.02%

-8.38 pp from 2023

Benchmarks

See 2,175 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,175 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.30M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

176

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.

83.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY8 years Filed as: JOHN HANCOCK NEW YORK Service code 14 · EIN 13-3646501	Plan Administrator	$32,763

Plan features & details

Pension benefit codes2E2F2G2J3D2T

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$35K

$335 / participant

Contract admin$35K100.0%

% of EOY assets

0.162%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SONZOGNI BOTTITTO
Auditor EIN: 223365677
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$121,009

$122,051-0.9%

$184,185-34.3%

$74,400+62.6%

Participation rate

83.5%

85.5%-2.0pp

86.8%-3.3pp

67.2%+16.3pp

Annual return

13.02%

19.91%-6.9pp

28.81%-15.8pp

1367.51%-1354.5pp

Employer contribution / active EE

$6,671

$4,539+47.0%

$6,426+3.8%

$2,624+154.2%

Participant deferral / active EE

$13,362

$7,146+87.0%

$9,132+46.3%

$4,348+207.3%

Admin fee / account holder

$196

$1,258-84.4%

$13,909-98.6%

$1,944-89.9%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY8 years

Filed as: JOHN HANCOCK NEW YORK

Service code 14 · EIN 13-3646501

Plan Administrator

$32,763

EURASIA GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EURASIA GROUP 401(K) 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