Retirement plan

ALEXANDER DESIGN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

Name: ALEXANDER DESIGN ASSOCIATES, INC. - ALEXANDER DESIGN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: ALEXANDER DESIGN ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEXANDER DESIGN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST, ALEXANDER DESIGN ASSOCIATES, INC.

ALEXANDER DESIGN ASSOCIATES, INC.EIN 13-3384409Plan #001PY 2025

1216 BROADWAY, 2ND FLOOR - NEW YORK, NY 10001212-925-7755alexanderdesign.comLinkedIn1-10 employeesdesign

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$855K

-65.2% from 2024

Total participants

-40.0% from 2024

Average account balance

$285,042

-41.9% from 2024

Annual return

5.52%

-7.52 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$855K

Not enough data

1 years with asset history on file

Average account balance

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

$285K

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

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$585865

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 codes2E2F2G2J2R3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.8M

$585865 / participant

Other / not subdivided$2M100.0%

% of EOY assets

205.536%

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

$285,042

$154,228+84.8%

$145,433+96.0%

$137,256+107.7%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

5.52%

74.59%-69.1pp

66.58%-61.1pp

220.34%-214.8pp

Employer contribution / active EE

$1,614

$4,804-66.4%

$4,554-64.6%

$4,156-61.2%

Participant deferral / active EE

$2,450

$8,216-70.2%

$7,897-69.0%

$6,407-61.8%

Admin fee / account holder

$585,865

$14,344+3984.5%

$13,129+4362.4%

$12,270+4674.7%

ALEXANDER DESIGN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALEXANDER DESIGN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND 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