Retirement plan

SHADOW PUBLIC RELATIONS, INC. 401(K) PROFIT SHARING PLAN

Name: SHADOW PUBLIC RELATIONS, INC. - SHADOW PUBLIC RELATIONS, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SHADOW PUBLIC RELATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHADOW PUBLIC RELATIONS, INC. 401(K) PROFIT SHARING PLAN, SHADOW PUBLIC RELATIONS, INC.

SHADOW PUBLIC RELATIONS, INC.EIN 20-8694006Plan #001PY 2024

414 WEST 14TH STREET 3RD FLOOR - NEW YORK, NY 100141013212-972-0277LinkedIn11-50 employeesperforming arts

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+38.3% from 2023

Total participants

115

+16.2% from 2023

Average account balance

$65,557

+17.6% from 2023

Annual return

17.64%

-4.46 pp from 2023

Benchmarks

See 827 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort827 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.70M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$969K

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

+17.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1358

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$118K

$1105 / participant

Other / not subdivided$118K100.0%

% of EOY assets

2.072%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,557

$52,450+25.0%

$129,295-49.3%

$74,546-12.1%

Participation rate

73.8%

53.8%+20.0pp

69.6%+4.2pp

67.2%+6.6pp

Annual return

17.64%

15.65%+2.0pp

9429.28%-9411.6pp

1366.03%-1348.4pp

Employer contribution / active EE

$2,740

$1,532+78.9%

$4,157-34.1%

$2,624+4.4%

Participant deferral / active EE

$6,315

$2,797+125.8%

$4,169+51.5%

$4,347+45.3%

Admin fee / account holder

$1,358

$2,636-48.5%

$7,665-82.3%

$1,944-30.1%

SHADOW PUBLIC RELATIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHADOW PUBLIC RELATIONS, INC. 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