Retirement plan

ESTSOFT, INC. RETIREMENT PLAN

Name: ESTSOFT, INC. - ESTSOFT, INC. RETIREMENT PLAN (2025) Form 5500
Creator: ESTSOFT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ESTSOFT, INC. RETIREMENT PLAN, ESTSOFT, INC.

ESTSOFT, INC.EIN 27-1843257Plan #001PY 2025

15770 LAGUNA CANYON RD., STE. #250 - IRVINE, CA 92618714-389-6278estsoftinc.comLinkedIn11-50 employeescomputer games

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+46.5% from 2024

Total participants

-9.1% from 2024

Average account balance

$56,019

+38.8% from 2024

Annual return

16.74%

-5.87 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

135.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+16.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1344

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 codes2G2J3D

Plan features

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$26K

$1823 / participant

Other / not subdivided$26K100.0%

% of EOY assets

2.398%

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

$56,019

$156,398-64.2%

$147,318-62.0%

$138,895-59.7%

Participation rate

92.9%

83.8%+9.1pp

82.1%+10.8pp

79.9%+12.9pp

Annual return

16.74%

78.75%-62.0pp

70.43%-53.7pp

145.39%-128.7pp

Employer contribution / active EE

$7,247

$4,853+49.3%

$4,593+57.8%

$4,194+72.8%

Participant deferral / active EE

$9,433

$8,237+14.5%

$7,906+19.3%

$6,396+47.5%

Admin fee / account holder

$1,344

$14,976-91.0%

$13,708-90.2%

$12,562-89.3%

ESTSOFT, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ESTSOFT, INC. RETIREMENT 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