Retirement plan

POLICE REALTY SERVICES LLC EMPLOYEE RETIREMENT 401(K) PLAN

Name: POLICE REALTY SERVICES LLC - POLICE REALTY SERVICES LLC EMPLOYEE RETIREMENT 401(K) PLAN (2024) Form 5500
Creator: POLICE REALTY SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POLICE REALTY SERVICES LLC EMPLOYEE RETIREMENT 401(K) PLAN, POLICE REALTY SERVICES LLC

POLICE REALTY SERVICES LLCEIN 20-5260737Plan #001PY 2024

850 EASTON ROAD - WARRINGTON, PA 18976267-242-9172

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$118K

+139.5% from 2021

Total participants

+350.0% from 2021

Average account balance

$59,062

+139.5% from 2021

Annual return

11.25%

-5.17 pp from 2021

Benchmarks

See 479 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort479 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$118K

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

22.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.25%

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 codes2E2J2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$59,062

$85,094-30.6%

$76,327-22.6%

$145,877-59.5%

Participation rate

22.2%

82.9%-60.6pp

79.2%-57.0pp

80.3%-58.1pp

Annual return

11.25%

13.13%-1.9pp

13.79%-2.5pp

551.28%-540.0pp

Employer contribution / active EE

$5,261-100.0%

$4,584-100.0%

$4,663-100.0%

Participant deferral / active EE

$2,341

$6,390-63.4%

$5,478-57.3%

$6,691-65.0%

Admin fee / account holder

$5,773-100.0%

$5,139-100.0%

$13,402-100.0%

POLICE REALTY SERVICES LLC EMPLOYEE RETIREMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

POLICE REALTY SERVICES LLC EMPLOYEE RETIREMENT 401(K) 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