Retirement plan

INDIANO CAPITAL MANAGEMENT BIG MONEY PLAN

Name: INDIANO CAPITAL MANAGEMENT - INDIANO CAPITAL MANAGEMENT BIG MONEY PLAN (2024) Form 5500
Creator: INDIANO CAPITAL MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIANO CAPITAL MANAGEMENT BIG MONEY PLAN, INDIANO CAPITAL MANAGEMENT

INDIANO CAPITAL MANAGEMENTEIN 16-1550869Plan #001PY 2024

120 LINDEN OAKS SUITE 201 - ROCHESTER, NY 14625585-248-9888indiano.comLinkedIn1-10 employeeslaw practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$269K

+17.8% from 2023

Total participants

0.0% from 2023

Average account balance

$89,590

+17.8% from 2023

Annual return

9.04%

-30.49 pp from 2023

Benchmarks

See 37,087 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,087 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$269K

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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 codes2E2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$190

$63 / participant

Other / not subdivided$190100.0%

% of EOY assets

0.071%

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

$89,590

$201,372-55.5%

$184,260-51.4%

$145,884-38.6%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

9.04%

29.04%-20.0pp

28.84%-19.8pp

551.85%-542.8pp

Employer contribution / active EE

$6,667

$7,024-5.1%

$6,427+3.7%

$4,662+43.0%

Participant deferral / active EE

$9,808-100.0%

$9,133-100.0%

$6,690-100.0%

Admin fee / account holder

$63

$16,362-99.6%

$13,898-99.5%

$13,392-99.5%

INDIANO CAPITAL MANAGEMENT BIG MONEY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIANO CAPITAL MANAGEMENT BIG MONEY 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