Retirement plan

LIGHTHOUSE REALTY PARTNERS LLC 401(K) PLAN

Name: LIGHTHOUSE REALTY PARTNERS LLC - LIGHTHOUSE REALTY PARTNERS LLC 401(K) PLAN (2016) Form 5500
Creator: LIGHTHOUSE REALTY PARTNERS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIGHTHOUSE REALTY PARTNERS LLC 401(K) PLAN, LIGHTHOUSE REALTY PARTNERS LLC

LIGHTHOUSE REALTY PARTNERS LLCEIN 27-3401342Plan #001PY 2016

70 EAST SUNRISE HIGHWAY - VALLEY STREAM, NY 11581516-561-9500lighthouserealtypartners.comLinkedIn11-50 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+16.7% from 2015

Total participants

-6.7% from 2015

Average account balance

$141,989

+7.0% from 2015

Annual return

5.92%

+5.50 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.22M

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1523

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$101 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.083%

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

$141,989

$215,361-34.1%

$171,082-17.0%

$273,972-48.2%

Participation rate

85.7%

82.0%+3.7pp

76.7%+9.0pp

83.0%+2.7pp

Annual return

5.92%

25.14%-19.2pp

32.56%-26.6pp

41.46%-35.5pp

Employer contribution / active EE

$4,164

$4,967-16.2%

$4,002+4.1%

$4,869-14.5%

Participant deferral / active EE

$7,054

$5,543+27.2%

$4,797+47.0%

$5,287+33.4%

Admin fee / account holder

$118

$10,846-98.9%

$8,520-98.6%

$10,133-98.8%

LIGHTHOUSE REALTY PARTNERS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIGHTHOUSE REALTY PARTNERS LLC 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