Retirement plan

KOENIG & ASSOCIATES, LLC RETIREMENT PLAN

Name: KOENIG & ASSOCIATES, LLC - KOENIG & ASSOCIATES, LLC RETIREMENT PLAN (2025) Form 5500
Creator: KOENIG & ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOENIG & ASSOCIATES, LLC RETIREMENT PLAN, KOENIG & ASSOCIATES, LLC

KOENIG & ASSOCIATES, LLCEIN 20-3461715Plan #001PY 2025

PO BOX 535 - CHATHAM, NJ 079280535973-701-9699koenig-associates.comLinkedIn1-10 employeesstaffing and recruiting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.1M

+62.9% from 2024

Total participants

0.0% from 2024

Average account balance

$2,528,601

+62.9% from 2024

Annual return

59.31%

+64.74 pp from 2024

Benchmarks

See 16,403 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort16,403 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.06M

Not enough data

1 years with asset history on file

Average account balance

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

$2.5M

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

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$55K

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

+59.31%

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 codes2E2F2G2J

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.

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

$2,528,601

$97,125+2503.4%

$86,233+2832.3%

$137,256+1742.3%

Participation rate

100.0%

74.2%+25.8pp

69.0%+31.0pp

80.0%+20.0pp

Annual return

59.31%

74.19%-14.9pp

61.39%-2.1pp

220.34%-161.0pp

Employer contribution / active EE

$26,198

$2,841+822.0%

$2,504+946.1%

$4,156+530.4%

Participant deferral / active EE

$29,125

$5,180+462.3%

$4,559+538.8%

$6,407+354.6%

Admin fee / account holder

$9,725-100.0%

$8,342-100.0%

$12,270-100.0%

KOENIG & ASSOCIATES, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KOENIG & ASSOCIATES, LLC RETIREMENT 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