Retirement plan

ALAN SCHATZBERG AND ASSOCIATES RETIREMENT BENEFIT PLAN

Name: ALAN SCHATZBERG & ASSOCIATES - ALAN SCHATZBERG AND ASSOCIATES RETIREMENT BENEFIT PLAN (2025) Form 5500
Creator: ALAN SCHATZBERG & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALAN SCHATZBERG AND ASSOCIATES RETIREMENT BENEFIT PLAN, ALAN SCHATZBERG & ASSOCIATES

ALAN SCHATZBERG & ASSOCIATESEIN 22-3529224Plan #001PY 2025

11 WALLACE STREET - ELMWOOD PARK, NJ 07407201-440-8855alanschatzberg.comLinkedIn11-50 employeesdesign

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+19.5% from 2024

Total participants

-15.4% from 2024

Average account balance

$158,483

+19.5% from 2024

Annual return

16.04%

+1.02 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.58M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1564

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 codes2E2F2J2T3D

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).
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

$16K

$1422 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.987%

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

$158,483

$178,174-11.1%

$156,181+1.5%

$137,256+15.5%

Participation rate

90.9%

82.0%+8.9pp

78.8%+12.1pp

80.0%+10.9pp

Annual return

16.04%

84.19%-68.1pp

64.87%-48.8pp

220.34%-204.3pp

Employer contribution / active EE

$4,972-100.0%

$4,294-100.0%

$4,156-100.0%

Participant deferral / active EE

$4,128

$6,888-40.1%

$6,132-32.7%

$6,407-35.6%

Admin fee / account holder

$1,564

$17,404-91.0%

$14,586-89.3%

$12,270-87.3%

ALAN SCHATZBERG AND ASSOCIATES RETIREMENT BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALAN SCHATZBERG AND ASSOCIATES RETIREMENT BENEFIT 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