Retirement plan

PRICOR HOME MANAGEMENT 401K PLAN

Name: PRICOR HOME MANAGEMENT INC - PRICOR HOME MANAGEMENT 401K PLAN (2025) Form 5500
Creator: PRICOR HOME MANAGEMENT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRICOR HOME MANAGEMENT 401K PLAN, PRICOR HOME MANAGEMENT INC

PRICOR HOME MANAGEMENT INCEIN 26-3798096Plan #001PY 2025

2536 WESTMINSTER LN - AURORA, IL 60506630-913-1201LinkedIn1-10 employeestelecommunications

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$170K

+26.5% from 2024

Total participants

-9.1% from 2024

Average account balance

$42,573

+26.5% from 2024

Annual return

18.45%

+4.83 pp from 2024

Benchmarks

See 17,085 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort17,085 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$170K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+18.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$168

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 codes2E2F2G2J2T3D

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$671

$67 / participant

Other / not subdivided$671100.0%

% of EOY assets

0.394%

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

$42,573

$114,013-62.7%

$103,693-58.9%

$155,188-72.6%

Participation rate

40.0%

75.2%-35.2pp

72.6%-32.6pp

80.8%-40.8pp

Annual return

18.45%

49.31%-30.9pp

47.61%-29.2pp

148.84%-130.4pp

Employer contribution / active EE

$3,131-100.0%

$2,920-100.0%

$4,248-100.0%

Participant deferral / active EE

$1,083

$4,970-78.2%

$4,579-76.3%

$6,531-83.4%

Admin fee / account holder

$168

$8,407-98.0%

$7,858-97.9%

$14,480-98.8%

PRICOR HOME MANAGEMENT 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRICOR HOME MANAGEMENT 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