Retirement plan

MUFSON MANAGEMENT 401(K) & PROFIT SHARING PLAN

Name: MUFSON MANAGEMENT, INC - MUFSON MANAGEMENT 401(K) & PROFIT SHARING PLAN (2025) Form 5500
Creator: MUFSON MANAGEMENT, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUFSON MANAGEMENT 401(K) & PROFIT SHARING PLAN, MUFSON MANAGEMENT, INC

MUFSON MANAGEMENT, INCEIN 20-8366311Plan #001PY 2025

49 OAK ST - NORWOOD, NJ 07648201-768-6844

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$448K

No prior year

Total participants

+28.6% from 2024

Average account balance

$55,988

No prior year

Annual return

79.45%

+79.45 pp from 2024

Benchmarks

See 1,151 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,151 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$448K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+79.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34464

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 codes2E2J3D

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.

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

$276K

$34464 / participant

Other / not subdivided$276K100.0%

% of EOY assets

61.556%

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

$55,988

$165,584-66.2%

$142,942-60.8%

$137,256-59.2%

Participation rate

87.5%

80.1%+7.4pp

76.8%+10.7pp

80.0%+7.5pp

Annual return

79.45%

164.22%-84.8pp

113.70%-34.2pp

220.34%-140.9pp

Employer contribution / active EE

$2,251

$4,725-52.4%

$4,139-45.6%

$4,156-45.8%

Participant deferral / active EE

$6,587

$8,194-19.6%

$7,128-7.6%

$6,407+2.8%

Admin fee / account holder

$34,464

$16,167+113.2%

$12,475+176.3%

$12,270+180.9%

MUFSON MANAGEMENT 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUFSON MANAGEMENT 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