Retirement plan

W. COLSTON LEIGH, INC. RETIREMENT SAVING PLAN

Name: W COLSTON LEIGH INC - W. COLSTON LEIGH, INC. RETIREMENT SAVING PLAN (2025) Form 5500
Creator: W COLSTON LEIGH INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W. COLSTON LEIGH, INC. RETIREMENT SAVING PLAN, W COLSTON LEIGH INC

W COLSTON LEIGH INCEIN 13-0955830Plan #001PY 2025

39 DIVISION STREET, UNIT 140 - SOMERVILLE, NJ 08876908-332-1081

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.1M

+1.0% from 2024

Total participants

+5.0% from 2024

Average account balance

$356,990

+1.0% from 2024

Annual return

15.89%

+2.12 pp from 2024

Benchmarks

See 4,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort4,672 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.14M

Not enough data

1 years with asset history on file

Average account balance

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

$357K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$259K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65437

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

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

$1.3M

$81796 / participant

Other / not subdivided$1M100.0%

% of EOY assets

18.330%

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

$356,990

$162,529+119.6%

$130,788+173.0%

$154,746+130.7%

Participation rate

93.8%

75.9%+17.9pp

70.1%+23.6pp

80.7%+13.0pp

Annual return

15.89%

510.48%-494.6pp

386.44%-370.6pp

172.34%-156.4pp

Employer contribution / active EE

$4,133

$4,447-7.1%

$3,558+16.2%

$4,379-5.6%

Participant deferral / active EE

$12,052

$4,808+150.6%

$4,137+191.3%

$6,730+79.1%

Admin fee / account holder

$65,437

$7,669+753.3%

$6,673+880.7%

$14,365+355.5%

W. COLSTON LEIGH, INC. RETIREMENT SAVING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W. COLSTON LEIGH, INC. RETIREMENT SAVING 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