Retirement plan

FISH REAL ESTATE, INC. 401K PLAN

Name: FISH REAL ESTATE, INC. - FISH REAL ESTATE, INC. 401K PLAN (2022) Form 5500
Creator: FISH REAL ESTATE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FISH REAL ESTATE, INC. 401K PLAN, FISH REAL ESTATE, INC.

FISH REAL ESTATE, INC.EIN 23-3035526Plan #002PY 2022

1868 E. THIRD STREET - WILLIAMSPORT, PA 177013923570-326-1561

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$445K

-46.3% from 2021

Total participants

-48.0% from 2021

Average account balance

$34,221

+3.2% from 2021

Annual return

-16.43%

-32.79 pp from 2021

Benchmarks

See 18,475 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,475 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$890K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

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

+19.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1839

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$294K

$73502 / participant

Other / not subdivided$294K100.0%

% of EOY assets

66.089%

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

$34,221

$190,916-82.1%

$160,037-78.6%

$134,545-74.6%

Participation rate

100.0%

82.0%+18.0pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

-16.43%

552.79%-569.2pp

408.95%-425.4pp

418.37%-434.8pp

Employer contribution / active EE

$2,730

$4,996-45.4%

$4,226-35.4%

$4,742-42.4%

Participant deferral / active EE

$8,527

$6,925+23.1%

$6,184+37.9%

$6,401+33.2%

Admin fee / account holder

$22,616

$10,497+115.5%

$8,716+159.5%

$11,431+97.9%

FISH REAL ESTATE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FISH REAL ESTATE, 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