Retirement plan

PAPAMARKOU WELLNER ASSET MANAG 401(K) PROFIT SHARING PLAN & TRUST

Name: PAPAMARKOU WELLNER ASSET MANAG - PAPAMARKOU WELLNER ASSET MANAG 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: PAPAMARKOU WELLNER ASSET MANAG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAPAMARKOU WELLNER ASSET MANAG 401(K) PROFIT SHARING PLAN & TRUST, PAPAMARKOU WELLNER ASSET MANAG

PAPAMARKOU WELLNER ASSET MANAGEIN 13-3327429Plan #001PY 2025

430 PARK AVE FL 17 - NEW YORK, NY 100223558212-223-2020LinkedIn11-50 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.1M

+25.8% from 2024

Total participants

0.0% from 2024

Average account balance

$503,009

+25.8% from 2024

Annual return

21.73%

-2.74 pp from 2024

Benchmarks

See 29,044 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort29,044 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.05M

Not enough data

1 years with asset history on file

Average account balance

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

$503K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$307K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+21.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$997

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$18K

$815 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.198%

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

$503,009

$209,336+140.3%

$197,124+155.2%

$137,256+266.5%

Participation rate

72.7%

87.3%-14.6pp

86.7%-14.0pp

80.0%-7.2pp

Annual return

21.73%

48.09%-26.4pp

44.34%-22.6pp

220.34%-198.6pp

Employer contribution / active EE

$3,565

$6,591-45.9%

$6,227-42.7%

$4,156-14.2%

Participant deferral / active EE

$10,410

$9,614+8.3%

$9,135+14.0%

$6,407+62.5%

Admin fee / account holder

$997

$17,308-94.2%

$16,298-93.9%

$12,270-91.9%

PAPAMARKOU WELLNER ASSET MANAG 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAPAMARKOU WELLNER ASSET MANAG 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