Retirement plan

ADRIAN HAMERS, INC. PROFIT SHARING PLAN

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

ADRIAN HAMERS, INC.EIN 13-5642745Plan #001PY 2025

2 MADISON AVENUE - LARCHMONT, NY 10538914-834-7780LinkedIn1-10 employeeshigher education

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+22.8% from 2024

Total participants

0.0% from 2024

Average account balance

$622,200

+22.8% from 2024

Annual return

9.09%

-20.53 pp from 2024

Benchmarks

See 3,775 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort3,775 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$622K

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

$208K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$69K

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

+9.09%

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 codes2E3D2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$622,200

$126,113+393.4%

$116,096+435.9%

$155,188+300.9%

Participation rate

100.0%

75.1%+24.9pp

73.3%+26.7pp

80.8%+19.2pp

Annual return

9.09%

391.72%-382.6pp

326.25%-317.2pp

148.84%-139.7pp

Employer contribution / active EE

$30,462

$2,672+1040.2%

$2,503+1116.8%

$4,248+617.1%

Participant deferral / active EE

$38,792

$4,162+832.1%

$3,952+881.6%

$6,531+493.9%

Admin fee / account holder

$8,045-100.0%

$7,704-100.0%

$14,480-100.0%

ADRIAN HAMERS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ADRIAN HAMERS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion