Retirement plan

CARMEL HILL FUND 401 K PROFIT SHARING PLAN TRUST

Name: CARMEL HILL FUND - CARMEL HILL FUND 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: CARMEL HILL FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARMEL HILL FUND 401 K PROFIT SHARING PLAN TRUST, CARMEL HILL FUND

CARMEL HILL FUNDEIN 13-6881103Plan #001PY 2017

1325 AVENUE OF THE AMERICAS, S - NEW YORK, NY 10019212-786-6320carmelhill.netLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow assets / participantLow employer contribution

Top hat statement on fileNQDC

Filed December 22, 2025

Plan administrator

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1 E 53rd Street, Floor 3

New York, NY 10022

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Plans declared (1)

The Carmel Hill Fund 457(b) Plan2 emp

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Total assets (EOY)

$178K

+340.4% from 2016

Total participants

+8.3% from 2016

Average account balance

$7,742

+129.8% from 2016

Annual return

39.10%

+39.10 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$282K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+28.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2344

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

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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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$153 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.063%

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

$7,742

$150,447-94.9%

$136,298-94.3%

$147,586-94.8%

Participation rate

87.5%

84.4%+3.1pp

81.9%+5.6pp

82.8%+4.7pp

Annual return

39.10%

1049.15%-1010.1pp

5156.27%-5117.2pp

578.59%-539.5pp

Employer contribution / active EE

$574

$5,256-89.1%

$4,696-87.8%

$4,876-88.2%

Participant deferral / active EE

$4,652

$6,631-29.8%

$6,247-25.5%

$5,439-14.5%

Admin fee / account holder

$160

$10,906-98.5%

$9,244-98.3%

$10,886-98.5%

CARMEL HILL FUND 401 K PROFIT SHARING PLAN TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARMEL HILL FUND 401 K PROFIT SHARING PLAN TRUST

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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