Retirement plan

TRIPLE E PROPERTY MANAGEMENT 401(K) PLAN

Name: TRIPLE E PROPERTY MANAGEMENT - TRIPLE E PROPERTY MANAGEMENT 401(K) PLAN (2024) Form 5500
Creator: TRIPLE E PROPERTY MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIPLE E PROPERTY MANAGEMENT 401(K) PLAN, TRIPLE E PROPERTY MANAGEMENT

TRIPLE E PROPERTY MANAGEMENTEIN 27-1059926Plan #001PY 2024

7210 GEORGETOWN RD STE 700 - INDIANAPOLIS, IN 46268317-281-92813epropertymgt.comLinkedIn1-10 employeesreal estate

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$332K

+65.8% from 2023

Total participants

+13.6% from 2023

Average account balance

$13,290

+26.0% from 2023

Annual return

10.09%

-13.07 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

$332K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

138.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$165

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 codes2F2G2H2S2T3D

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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

$4K

$229 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.243%

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

$13,290

$211,288-93.7%

$178,540-92.6%

$145,884-90.9%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

10.09%

30.27%-20.2pp

27.15%-17.1pp

551.85%-541.8pp

Employer contribution / active EE

$1,386

$4,574-69.7%

$3,953-64.9%

$4,662-70.3%

Participant deferral / active EE

$4,972

$6,967-28.6%

$6,281-20.8%

$6,690-25.7%

Admin fee / account holder

$165

$12,105-98.6%

$10,424-98.4%

$13,392-98.8%

TRIPLE E PROPERTY MANAGEMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIPLE E PROPERTY MANAGEMENT 401(K) 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