Retirement plan

VFTC TR RACHEL ANASTASIO INDIVIDUAL 401 (K)

Name: RACHEL F. ANASTASIO - VFTC TR RACHEL ANASTASIO INDIVIDUAL 401 (K) (2024) Form 5500
Creator: RACHEL F. ANASTASIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VFTC TR RACHEL ANASTASIO INDIVIDUAL 401 (K), RACHEL F. ANASTASIO

RACHEL F. ANASTASIOEIN 26-3927773Plan #001PY 2024

89 MAPLE VALE DR - WOODBRIDGE, CT 065251116203-980-3283

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$496K

+25.4% from 2023

Total participants

0.0% from 2023

Average account balance

$495,858

+25.4% from 2023

Annual return

25.03%

-1.21 pp from 2023

Benchmarks

See 20,063 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,063 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$496K

Not enough data

1 years with asset history on file

Average account balance

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

$496K

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

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+25.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 codes2J3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$40

$40 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.008%

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

$495,858

$211,288+134.7%

$178,540+177.7%

$145,884+239.9%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

25.03%

30.27%-5.2pp

27.15%-2.1pp

551.85%-526.8pp

Employer contribution / active EE

$1,564

$4,574-65.8%

$3,953-60.4%

$4,662-66.5%

Participant deferral / active EE

$6,967-100.0%

$6,281-100.0%

$6,690-100.0%

Admin fee / account holder

$40

$12,105-99.7%

$10,424-99.6%

$13,392-99.7%

VFTC TR RACHEL ANASTASIO INDIVIDUAL 401 (K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VFTC TR RACHEL ANASTASIO INDIVIDUAL 401 (K)

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