Retirement plan

ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION PLAN

Name: ONE BEEKMAN PLACE, INC., - ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION PLAN (2019) Form 5500
Creator: ONE BEEKMAN PLACE, INC.,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION PLAN, ONE BEEKMAN PLACE, INC.,

ONE BEEKMAN PLACE, INC.,EIN 13-1122185Plan #001PY 2019

C/O BROWN HARRIS STEVENS RESIDENTIA, 770 LEXINGTON AVENUE - NEW YORK, NY 10065212-508-7304

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+43.6% from 2018

Total participants

0.0% from 2018

Average account balance

$3,205,611

+43.6% from 2018

Annual return

47.97%

+57.18 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.18M

Not enough data

1 years with asset history on file

Average account balance

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

$6.2M

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

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$64K

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

+31.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2F2G3D2R

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$150K

$150000 / participant

Other / not subdivided$150K100.0%

% of EOY assets

4.679%

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

$3,205,611

$226,135+1317.6%

$182,558+1655.9%

$152,909+1996.4%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

47.97%

192.60%-144.6pp

148.59%-100.6pp

345.46%-297.5pp

Employer contribution / active EE

$52,613

$4,979+956.7%

$4,076+1190.8%

$4,764+1004.4%

Participant deferral / active EE

$6,371-100.0%

$5,526-100.0%

$5,851-100.0%

Admin fee / account holder

$150,000

$10,707+1300.9%

$8,594+1645.4%

$11,601+1193.0%

ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONE BEEKMAN PLACE, INC. , MONEY PURCHASE PENSION 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