Retirement plan

FINESHRIBER FAMILY FOUNDATION 401K PLAN

Name: FINESHRIBER FAMILY FOUNDATION - FINESHRIBER FAMILY FOUNDATION 401K PLAN (2025) Form 5500
Creator: FINESHRIBER FAMILY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FINESHRIBER FAMILY FOUNDATION 401K PLAN, FINESHRIBER FAMILY FOUNDATION

FINESHRIBER FAMILY FOUNDATIONEIN 20-3343226Plan #001PY 2025

3751 MOTOR AVENUE #34835 - LOS ANGELES, CA 90034310-750-0503LinkedIn1-10 employeesinvestment management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$653K

+31.1% from 2024

Total participants

0.0% from 2024

Average account balance

$653,095

+31.1% from 2024

Annual return

17.12%

+10.66 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$653K

Not enough data

1 years with asset history on file

Average account balance

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

$653K

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

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$69K

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

+17.12%

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 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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$653,095

$157,829+313.8%

$136,867+377.2%

$198,609+228.8%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

17.12%

51.25%-34.1pp

42.97%-25.9pp

202.70%-185.6pp

Employer contribution / active EE

$34,740

$3,923+785.6%

$3,547+879.4%

$5,055+587.2%

Participant deferral / active EE

$34,740

$5,463+535.9%

$4,924+605.6%

$6,977+397.9%

Admin fee / account holder

$11,107-100.0%

$10,340-100.0%

$19,030-100.0%

FINESHRIBER FAMILY FOUNDATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FINESHRIBER FAMILY FOUNDATION 401K PLAN

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