Retirement plan

INTEGRATED PENSION DESIGN, INC. 401-K PROFIT SHARING PLAN

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

INTEGRATED PENSION DESIGN, INC.EIN 11-2809283Plan #002PY 2024

81 LARKFIELD ROAD, SUITE 101 - EAST NORTHPORT, NY 11731631-261-6565

Other plans on this EIN

1 filing

#003Retirement-$995K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$693K

-73.4% from 2023

Total participants

-33.3% from 2023

Average account balance

$115,471

-60.0% from 2023

Annual return

11.53%

-8.95 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$693K

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+11.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$401306

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 codes2E2G2J3D

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.
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

$2.4M

$401306 / participant

Other / not subdivided$2M100.0%

% of EOY assets

347.538%

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

$115,471

$160,040-27.8%

$147,096-21.5%

$145,877-20.8%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

11.53%

98.49%-87.0pp

419.75%-408.2pp

551.28%-539.8pp

Employer contribution / active EE

$13,876

$5,289+162.3%

$4,936+181.1%

$4,663+197.6%

Participant deferral / active EE

$19,548

$8,429+131.9%

$8,071+142.2%

$6,691+192.2%

Admin fee / account holder

$401,306

$15,050+2566.5%

$13,005+2985.7%

$13,402+2894.3%

INTEGRATED PENSION DESIGN, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRATED PENSION DESIGN, INC. 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