Retirement plan

COMMENTARY, INC. 401(K) PROFIT SHARING PLAN

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

COMMENTARY, INC.EIN 13-3610041Plan #001PY 2025

200 W 86TH STREET, SUITE 1M - NEW YORK, NY 10024646-460-5800commentary.orgLinkedIn1-10 employeespublishing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+21.3% from 2024

Total participants

-8.3% from 2024

Average account balance

$237,742

+32.3% from 2024

Annual return

19.59%

+5.90 pp from 2024

Benchmarks

See 5,493 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort5,493 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.62M

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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.

220.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+19.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2699

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 codes2E2F2J2T3D

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).
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

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

$30K

$5937 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.135%

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

$237,742

$97,289+144.4%

$92,805+156.2%

$155,188+53.2%

Participation rate

100.0%

84.2%+15.8pp

83.5%+16.5pp

80.8%+19.2pp

Annual return

19.59%

29.03%-9.4pp

31.59%-12.0pp

148.84%-129.3pp

Employer contribution / active EE

$5,831

$3,632+60.6%

$3,424+70.3%

$4,248+37.3%

Participant deferral / active EE

$7,479

$8,795-15.0%

$8,448-11.5%

$6,531+14.5%

Admin fee / account holder

$2,699

$12,015-77.5%

$10,911-75.3%

$14,480-81.4%

COMMENTARY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMENTARY, INC. 401(K) 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