Retirement plan

ADAM S. KAUFMAN, INC. 401(K) PLAN

Name: ADAM S. KAUFMAN, INC. - ADAM S. KAUFMAN, INC. 401(K) PLAN (2023) Form 5500
Creator: ADAM S. KAUFMAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADAM S. KAUFMAN, INC. 401(K) PLAN, ADAM S. KAUFMAN, INC.

ADAM S. KAUFMAN, INC.EIN 20-0778402Plan #005PY 2023

3550 LANDER RD - PEPPER PIKE, OH 44124216-831-7370LinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+39.2% from 2022

Total participants

+16.7% from 2022

Average account balance

$198,326

+39.2% from 2022

Annual return

24.50%

+53.09 pp from 2022

Benchmarks

See 19,270 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,270 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$257K

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

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+19.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2902

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$17K

$2414 / participant

Other / not subdivided$17K100.0%

% of EOY assets

1.420%

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

$198,326

$202,463-2.0%

$169,397+17.1%

$139,487+42.2%

Participation rate

85.7%

81.1%+4.6pp

77.2%+8.5pp

80.3%+5.4pp

Annual return

24.50%

532.64%-508.1pp

406.23%-381.7pp

373.84%-349.3pp

Employer contribution / active EE

$10,633

$4,694+126.5%

$4,013+165.0%

$4,755+123.6%

Participant deferral / active EE

$8,200

$6,941+18.1%

$6,223+31.8%

$6,713+22.2%

Admin fee / account holder

$2,816

$10,726-73.7%

$9,017-68.8%

$11,407-75.3%

ADAM S. KAUFMAN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADAM S. KAUFMAN, INC. 401(K) 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