Retirement plan

CARMEL HILL FUND 401 K PROFIT SHARING PLAN TRUST

Name: CARMEL HILL FUND - CARMEL HILL FUND 401 K PROFIT SHARING PLAN TRUST (2018) 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 2018

1325 AVE. OF AMERICAS, #2715, SUITE 2715 - NEW YORK, NY 10019212-786-6320carmelhill.netLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow assets / participantLow fidelity bond

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)

$333K

+87.0% from 2017

Total participants

+7.7% from 2017

Average account balance

$12,334

+59.3% from 2017

Annual return

-8.82%

-47.92 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

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 codes2G2T2J3D2E2F

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$12,334

$138,072-91.1%

$123,549-90.0%

$135,382-90.9%

Participation rate

95.8%

84.7%+11.1pp

82.3%+13.5pp

82.6%+13.2pp

Annual return

-8.82%

153.69%-162.5pp

119.20%-128.0pp

519.77%-528.6pp

Employer contribution / active EE

$2,554

$5,152-50.4%

$4,628-44.8%

$4,779-46.6%

Participant deferral / active EE

$4,557

$6,799-33.0%

$6,426-29.1%

$5,609-18.8%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,829-100.0%

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

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

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion