Retirement plan

NORTHCOAST RESEARCH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Name: NORTHCOAST RESEARCH HOLDINGS, LLC - NORTHCOAST RESEARCH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: NORTHCOAST RESEARCH HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHCOAST RESEARCH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN, NORTHCOAST RESEARCH HOLDINGS, LLC

NORTHCOAST RESEARCH HOLDINGS, LLCEIN 26-3765072Plan #001PY 2025

ERIEVIEW TOWER, 1301 EAST NINTH STREET, SUITE 1500 - CLEVELAND, OH 44114216-468-6955

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$8.2M

+0.1% from 2024

Total participants

-12.2% from 2024

Average account balance

$190,752

+14.1% from 2024

Annual return

13.85%

-0.71 pp from 2024

Benchmarks

See 2,730 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort2,730 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.20M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

148.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$428K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37028

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 codes2E2F2T2J3D2G

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$1.6M

$54904 / participant

Other / not subdivided$2M100.0%

% of EOY assets

19.412%

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

$190,752

$145,431+31.2%

$211,142-9.7%

$87,485+118.0%

Participation rate

100.0%

84.7%+15.3pp

87.3%+12.7pp

68.9%+31.1pp

Annual return

13.85%

27.21%-13.4pp

46.84%-33.0pp

26.06%-12.2pp

Employer contribution / active EE

$4,146

$4,662-11.1%

$6,442-35.6%

$2,596+59.7%

Participant deferral / active EE

$10,607

$6,859+54.7%

$9,284+14.2%

$4,274+148.2%

Admin fee / account holder

$37,028

$17,052+117.2%

$19,076+94.1%

$7,775+376.3%

NORTHCOAST RESEARCH HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHCOAST RESEARCH HOLDINGS, LLC 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