Retirement plan

CUNEEN, INC. DBA BEYOND PROPERTIES REALTY 401(K) PLAN

Name: CUNEEN, INC. DBA BEYOND PROPERTIES REALTY - CUNEEN, INC. DBA BEYOND PROPERTIES REALTY 401(K) PLAN (2024) Form 5500
Creator: CUNEEN, INC. DBA BEYOND PROPERTIES REALTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUNEEN, INC. DBA BEYOND PROPERTIES REALTY 401(K) PLAN, CUNEEN, INC. DBA BEYOND PROPERTIES REALTY

CUNEEN, INC. DBA BEYOND PROPERTIES REALTYEIN 20-5264883Plan #001PY 2024

109 NORTH MARION STREET - OAK PARK, IL 60301708-386-1366

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$536K

+26.6% from 2023

Total participants

0.0% from 2023

Average account balance

$133,876

+26.6% from 2023

Annual return

14.57%

-3.24 pp from 2023

Benchmarks

See 20,049 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,049 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$536K

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$502

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 codes2E2J2F2G2R3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$669 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.375%

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

$133,876

$211,224-36.6%

$178,505-25.0%

$145,897-8.2%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

14.57%

30.28%-15.7pp

27.16%-12.6pp

552.29%-537.7pp

Employer contribution / active EE

$4,947

$4,577+8.1%

$3,955+25.1%

$4,663+6.1%

Participant deferral / active EE

$11,989

$6,966+72.1%

$6,280+90.9%

$6,689+79.2%

Admin fee / account holder

$502

$12,109-95.9%

$10,428-95.2%

$13,390-96.3%

CUNEEN, INC. DBA BEYOND PROPERTIES REALTY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUNEEN, INC. DBA BEYOND PROPERTIES REALTY 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