Retirement plan

GREY HOUSE PUBLISHING, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: GREY HOUSE PUBLISHING - GREY HOUSE PUBLISHING, INC. 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: GREY HOUSE PUBLISHING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREY HOUSE PUBLISHING, INC. 401(K) PROFIT SHARING PLAN & TRUST, GREY HOUSE PUBLISHING

GREY HOUSE PUBLISHINGEIN 13-0044945Plan #001PY 2024

185 MILLERTON ROAD - MILLERTON, NY 12546518-789-8700greyhouse.comLinkedIn51-200 employeespublishing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$826K

+15.3% from 2023

Total participants

+37.5% from 2023

Average account balance

$51,620

+15.3% from 2023

Annual return

10.67%

-1.54 pp from 2023

Benchmarks

See 12,288 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,288 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$826K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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

$61K

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

+10.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1785

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 codes2J

Plan features

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

$29K

$1298 / participant

Other / not subdivided$29K100.0%

% of EOY assets

3.458%

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

$51,620

$108,897-52.6%

$100,378-48.6%

$145,877-64.6%

Participation rate

72.7%

83.0%-10.2pp

81.5%-8.8pp

80.3%-7.6pp

Annual return

10.67%

58.17%-47.5pp

49.41%-38.7pp

551.28%-540.6pp

Employer contribution / active EE

$4,420-100.0%

$3,942-100.0%

$4,663-100.0%

Participant deferral / active EE

$2,795

$8,455-66.9%

$8,087-65.4%

$6,691-58.2%

Admin fee / account holder

$1,785

$9,690-81.6%

$7,899-77.4%

$13,402-86.7%

GREY HOUSE PUBLISHING, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREY HOUSE PUBLISHING, INC. 401(K) PROFIT SHARING PLAN & 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