Retirement plan

G & R INCLUSIVE GROUP LLC 401(K) PLAN

Name: G & R INCLUSIVE GROUP LLC - G & R INCLUSIVE GROUP LLC 401(K) PLAN (2024) Form 5500
Creator: G & R INCLUSIVE GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G & R INCLUSIVE GROUP LLC 401(K) PLAN, G & R INCLUSIVE GROUP LLC

G & R INCLUSIVE GROUP LLCEIN 20-2443567Plan #001PY 2024

575 MAIN STREET, SUITE 712 - NEW YORK, NY 10044646-283-4972LinkedIn11-50 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$883K

+25.6% from 2023

Total participants

-30.0% from 2023

Average account balance

$67,894

+64.2% from 2023

Annual return

11.42%

-7.16 pp from 2023

Benchmarks

See 8,067 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,067 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2625

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 codes2F2G2H2J2T3D

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$7K

$514 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.816%

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

$67,894

$72,403-6.2%

$67,524+0.5%

$145,978-53.5%

Participation rate

92.9%

76.9%+16.0pp

72.9%+20.0pp

80.3%+12.6pp

Annual return

11.42%

7197.23%-7185.8pp

3519.41%-3508.0pp

550.52%-539.1pp

Employer contribution / active EE

$2,481

$3,072-19.2%

$2,734-9.3%

$4,662-46.8%

Participant deferral / active EE

$4,833

$4,782+1.1%

$4,001+20.8%

$6,690-27.8%

Admin fee / account holder

$554

$5,541-90.0%

$4,001-86.2%

$13,400-95.9%

G & R INCLUSIVE GROUP LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G & R INCLUSIVE GROUP LLC 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