Retirement plan

MANNY STEIN, INC. 401K PLAN

Name: MANNY STEIN, INC. - MANNY STEIN, INC. 401K PLAN (2025) Form 5500
Creator: MANNY STEIN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANNY STEIN, INC. 401K PLAN, MANNY STEIN, INC.

MANNY STEIN, INC.EIN 22-1693841Plan #002PY 2025

P.O. BOX 2101, 11 THURSTON DRIVE - LIVINGSTON, NJ 07039973-672-0900

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+13.3% from 2024

Total participants

0.0% from 2024

Average account balance

$811,744

+13.3% from 2024

Annual return

9.60%

-4.92 pp from 2024

Benchmarks

See 10,478 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort10,478 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.44M

Not enough data

1 years with asset history on file

Average account balance

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

$812K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+9.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3124

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 codes2E2F2G2J2R3D

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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$9K

$4686 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.385%

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

$811,744

$171,492+373.3%

$150,734+438.5%

$198,609+308.7%

Participation rate

100.0%

81.4%+18.6pp

78.4%+21.6pp

82.4%+17.6pp

Annual return

9.60%

804.70%-795.1pp

600.81%-591.2pp

202.70%-193.1pp

Employer contribution / active EE

$11,037

$5,470+101.8%

$4,918+124.4%

$5,055+118.3%

Participant deferral / active EE

$28,871

$6,259+361.3%

$5,610+414.7%

$6,977+313.8%

Admin fee / account holder

$3,124

$17,628-82.3%

$14,905-79.0%

$19,030-83.6%

MANNY STEIN, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANNY STEIN, INC. 401K 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