Retirement plan

LEE TAI ENTERPRISES U.S.A., LTD PROFIT SHARING PLAN

Name: LEE TAI ENTERPRISES U.S.A., LTD - LEE TAI ENTERPRISES U.S.A., LTD PROFIT SHARING PLAN (2024) Form 5500
Creator: LEE TAI ENTERPRISES U.S.A., LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEE TAI ENTERPRISES U.S.A., LTD PROFIT SHARING PLAN, LEE TAI ENTERPRISES U.S.A., LTD

LEE TAI ENTERPRISES U.S.A., LTDEIN 13-2762269Plan #001PY 2024

420 MADISON AVE., SUITE 806 - NEW YORK, NY 10017212-223-2714

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$536K

+29.3% from 2023

Total participants

0.0% from 2023

Average account balance

$178,603

+29.3% from 2023

Annual return

15.37%

+0.53 pp from 2023

Benchmarks

See 20,063 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,063 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$536K

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+15.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$930

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$3K

$930 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.521%

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

$178,603

$211,288-15.5%

$178,5400%

$145,884+22.4%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

15.37%

30.27%-14.9pp

27.15%-11.8pp

551.85%-536.5pp

Employer contribution / active EE

$4,667

$4,574+2.0%

$3,953+18.1%

$4,662+0.1%

Participant deferral / active EE

$14,583

$6,967+109.3%

$6,281+132.2%

$6,690+118.0%

Admin fee / account holder

$930

$12,105-92.3%

$10,424-91.1%

$13,392-93.1%

LEE TAI ENTERPRISES U.S.A., LTD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEE TAI ENTERPRISES U.S.A., LTD 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