Retirement plan

MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC. EMPLOYEES RETIREMENT PLAN

Name: MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC. - MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC. EMPLOYEES RETIREMENT PLAN (2025) Form 5500
Creator: MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC. EMPLOYEES RETIREMENT PLAN, MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC.

MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC.EIN 21-0516901Plan #001PY 2025

4000 ROUTE 66, ONE HOVCHILD PLAZA - TINTON FALLS, NJ 07753732-918-1340momls.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+5.1% from 2024

Total participants

-4.5% from 2024

Average account balance

$99,596

+10.1% from 2024

Annual return

17.42%

+7.06 pp from 2024

Benchmarks

See 9,302 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

123.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21573

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 codes2E2F2G2J3D

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.

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

$453K

$26649 / participant

Other / not subdivided$453K100.0%

% of EOY assets

21.660%

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

$99,596

$208,088-52.1%

$186,193-46.5%

$154,746-35.6%

Participation rate

100.0%

80.0%+20.0pp

77.1%+22.9pp

80.7%+19.3pp

Annual return

17.42%

89.97%-72.6pp

78.03%-60.6pp

172.34%-154.9pp

Employer contribution / active EE

$9,640

$4,340+122.1%

$3,918+146.0%

$4,379+120.1%

Participant deferral / active EE

$1,407

$7,078-80.1%

$6,513-78.4%

$6,730-79.1%

Admin fee / account holder

$21,573

$11,698+84.4%

$11,058+95.1%

$14,365+50.2%

MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC. EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MONMOUTH COUNTY ASSOCIATION OF REALTORS, INC. EMPLOYEES RETIREMENT 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