Retirement plan

U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN

Name: U. L. COLEMAN PROPERTIES, LLC - U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN (2024) Form 5500
Creator: U. L. COLEMAN PROPERTIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN, U. L. COLEMAN PROPERTIES, LLC

U. L. COLEMAN PROPERTIES, LLCEIN 27-3474401Plan #001PY 2024

207 MILAM STREET, SUITE C - SHREVEPORT, LA 711017226318-221-0541

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$5.9M

+14.5% from 2023

Total participants

116

+12.6% from 2023

Average account balance

$53,801

+5.1% from 2023

Annual return

25.46%

+12.41 pp from 2023

Benchmarks

See 49 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Cohort49 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.86M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

109

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$462K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+25.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$174

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769	Accounting	$13,387
FIDELITY INVESTMENTS INSTITUTIONAL4 years Service code 64 · EIN 04-2647786	Recordkeeping Fees	$5,625

Plan features & details

Pension benefit codes2E2F2G2J2T3H3D

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$19K

$192 / participant

Recordkeeping$6K29.6%
Other / not subdivided$13K70.4%

% of EOY assets

0.324%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: $13,387
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,801

$845,484-93.6%

$178,505-69.9%

Participation rate

92.9%

64.0%+28.9pp

77.1%+15.8pp

Annual return

25.46%

8.37%+17.1pp

27.16%-1.7pp

Employer contribution / active EE

$1,645

$2,463-33.2%

$3,955-58.4%

Participant deferral / active EE

$3,021

$5,196-41.9%

$6,280-51.9%

Admin fee / account holder

$174

$34,598-99.5%

$10,428-98.3%

Provider

Service type

Compensation

EISNERAMPER LLP1 year

Service code 10 · EIN 87-1363769

Accounting

$13,387

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$5,625

U.L. COLEMAN PROPERTIES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.L. COLEMAN PROPERTIES, 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