Retirement plan

ASIAN REAL ESTATE ASSOCIATION 401K PROFIT SHARING PLAN AND TRU

Name: ASIAN REAL ESTATE ASSOCIATION - ASIAN REAL ESTATE ASSOCIATION 401K PROFIT SHARING PLAN AND TRU (2025) Form 5500
Creator: ASIAN REAL ESTATE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASIAN REAL ESTATE ASSOCIATION 401K PROFIT SHARING PLAN AND TRU, ASIAN REAL ESTATE ASSOCIATION

ASIAN REAL ESTATE ASSOCIATIONEIN 20-0503852Plan #001PY 2025

2535 KETTNER BLVD, SUITE 3A5 - SAN DIEGO, CA 92101760-918-9162LinkedIn1-10 employeesreal estate

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$100K

+26.8% from 2024

Total participants

-8.3% from 2024

Average account balance

$14,328

+26.8% from 2024

Annual return

15.43%

+1.10 pp from 2024

Benchmarks

See 13,762 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,762 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+15.43%

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 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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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

$14,328

$182,442-92.1%

$163,379-91.2%

$138,895-89.7%

Participation rate

33.3%

79.8%-46.4pp

76.8%-43.5pp

79.9%-46.6pp

Annual return

15.43%

72.74%-57.3pp

63.41%-48.0pp

145.39%-130.0pp

Employer contribution / active EE

$4,159-100.0%

$3,752-100.0%

$4,194-100.0%

Participant deferral / active EE

$1,498

$6,817-78.0%

$6,282-76.2%

$6,396-76.6%

Admin fee / account holder

$10,396-100.0%

$9,818-100.0%

$12,562-100.0%

ASIAN REAL ESTATE ASSOCIATION 401K PROFIT SHARING PLAN AND TRU

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ASIAN REAL ESTATE ASSOCIATION 401K PROFIT SHARING PLAN AND TRU

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