Retirement plan

MACE INVESTMENT GROUP, INC.PENSION TRANSFER TRUST PLAN

Name: MACE INVESTMENT GROUP, INC. - MACE INVESTMENT GROUP, INC.PENSION TRANSFER TRUST PLAN (2024) Form 5500
Creator: MACE INVESTMENT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MACE INVESTMENT GROUP, INC.PENSION TRANSFER TRUST PLAN, MACE INVESTMENT GROUP, INC.

MACE INVESTMENT GROUP, INC.EIN 26-0466201Plan #001PY 2024

11 AIDA COURT - PARSIPPANY, NJ 070542355973-394-9977LinkedIn1-10 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$354K

+31.7% from 2023

Total participants

0.0% from 2023

Average account balance

$177,232

+31.7% from 2023

Annual return

16.82%

+4.70 pp from 2023

Benchmarks

See 20,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$354K

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$157

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 codes2E2F2G2T3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$313

$157 / participant

Other / not subdivided$313100.0%

% of EOY assets

0.088%

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

$177,232

$211,239-16.1%

$178,528-0.7%

$145,877+21.5%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

16.82%

30.22%-13.4pp

27.11%-10.3pp

551.28%-534.5pp

Employer contribution / active EE

$20,000

$4,570+337.6%

$3,950+406.3%

$4,663+328.9%

Participant deferral / active EE

$6,963-100.0%

$6,278-100.0%

$6,691-100.0%

Admin fee / account holder

$157

$12,095-98.7%

$10,419-98.5%

$13,402-98.8%

MACE INVESTMENT GROUP, INC.PENSION TRANSFER TRUST PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MACE INVESTMENT GROUP, INC.PENSION TRANSFER TRUST 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