Retirement plan

CORNELL POCHILY INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Name: CORNELL POCHILY INVESTMENT ADVISORS, INC. - CORNELL POCHILY INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CORNELL POCHILY INVESTMENT ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORNELL POCHILY INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN, CORNELL POCHILY INVESTMENT ADVISORS, INC.

CORNELL POCHILY INVESTMENT ADVISORS, INC.EIN 26-1694165Plan #001PY 2025

2415 N TRIPHAMMER ROAD SUITE 1 - ITHACA, NY 14850607-391-7080cornellpochily.comLinkedIn1-10 employeesinvestment management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.2M

+7.1% from 2024

Total participants

0.0% from 2024

Average account balance

$475,210

+7.1% from 2024

Annual return

16.54%

-4.53 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.23M

Not enough data

1 years with asset history on file

Average account balance

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

$475K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+16.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67978

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 codes2E2G2J2R3D

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.
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

$748K

$106822 / participant

Other / not subdivided$748K100.0%

% of EOY assets

14.305%

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

$475,210

$212,386+123.7%

$199,883+137.7%

$138,895+242.1%

Participation rate

100.0%

87.4%+12.6pp

86.8%+13.2pp

79.9%+20.1pp

Annual return

16.54%

47.75%-31.2pp

43.81%-27.3pp

145.39%-128.9pp

Employer contribution / active EE

$19,518

$6,625+194.6%

$6,261+211.7%

$4,194+365.4%

Participant deferral / active EE

$21,527

$9,617+123.8%

$9,138+135.6%

$6,396+236.6%

Admin fee / account holder

$67,978

$18,233+272.8%

$17,268+293.7%

$12,562+441.1%

CORNELL POCHILY INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORNELL POCHILY INVESTMENT ADVISORS, INC. 401(K) PROFIT SHARING 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