Retirement plan

MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING PLAN

Name: MRE, INC. DBA MUHLE MARKETING - MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: MRE, INC. DBA MUHLE MARKETING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING PLAN, MRE, INC. DBA MUHLE MARKETING

MRE, INC. DBA MUHLE MARKETINGEIN 20-8341803Plan #002PY 2025

6570 S. DELMAR PLACE - GILBERT, AZ 85298707-364-0554

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$991K

+222.0% from 2024

Total participants

0.0% from 2024

Average account balance

$165,228

+222.0% from 2024

Annual return

222.04%

+215.58 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$991K

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+222.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$409

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 codes2E2J3D3H

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.
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

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

$2K

Other / not subdivided$2K100.0%

% of EOY assets

0.247%

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

$165,228

$154,228+7.1%

$145,433+13.6%

$137,256+20.4%

Participation rate

0.0%

83.8%-83.8pp

82.1%-82.1pp

80.0%-80.0pp

Annual return

222.04%

74.59%+147.5pp

66.58%+155.5pp

220.34%+1.7pp

Employer contribution / active EE

$4,804-100.0%

$4,554-100.0%

$4,156-100.0%

Participant deferral / active EE

$8,216-100.0%

$7,897-100.0%

$6,407-100.0%

Admin fee / account holder

$409

$14,344-97.2%

$13,129-96.9%

$12,270-96.7%

MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUHLE REAL ESTATE, INC. DBA MUHLE MARKETING 401(K) PROFIT SHARING 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