Retirement plan

ELYSIAN PARTNERS, LLC RETIREMENT PLAN

Name: ELYSIAN PARTNERS, LLC - ELYSIAN PARTNERS, LLC RETIREMENT PLAN (2025) Form 5500
Creator: ELYSIAN PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELYSIAN PARTNERS, LLC RETIREMENT PLAN, ELYSIAN PARTNERS, LLC

ELYSIAN PARTNERS, LLCEIN 26-1338508Plan #001PY 2025

22174 APPLETON DRIVE - BOCA RATON, FL 33428561-613-5215elysianpartners.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+28.3% from 2024

Total participants

0.0% from 2024

Average account balance

$680,991

+28.3% from 2024

Annual return

21.48%

-3.47 pp from 2024

Benchmarks

See 6,679 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort6,679 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$681K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+21.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$680,991

$225,673+201.8%

$203,872+234.0%

$155,188+338.8%

Participation rate

100.0%

80.3%+19.7pp

77.8%+22.2pp

80.8%+19.2pp

Annual return

21.48%

95.91%-74.4pp

85.11%-63.6pp

148.84%-127.4pp

Employer contribution / active EE

$10,204

$4,099+149.0%

$3,757+171.6%

$4,248+140.2%

Participant deferral / active EE

$25,963

$6,893+276.7%

$6,388+306.5%

$6,531+297.5%

Admin fee / account holder

$12,327-100.0%

$11,730-100.0%

$14,480-100.0%

ELYSIAN PARTNERS, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ELYSIAN PARTNERS, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion