Retirement plan

STUDIO D ARCHITECTS 401(K) PROFIT SHARING PLAN

Name: STUDIO D ARCHITECTS, P.A. - STUDIO D ARCHITECTS 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: STUDIO D ARCHITECTS, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUDIO D ARCHITECTS 401(K) PROFIT SHARING PLAN, STUDIO D ARCHITECTS, P.A.

STUDIO D ARCHITECTS, P.A.EIN 30-0000739Plan #001PY 2024

1336 PORTALES PL - LAS CRUCES, NM 880078996575-521-3757studio-d.bizLinkedIn1-10 employeesarchitecture & planning

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+16.2% from 2023

Total participants

0.0% from 2023

Average account balance

$284,999

+16.2% from 2023

Annual return

14.96%

+3.17 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$285K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

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

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

$284,999

$160,028+78.1%

$147,080+93.8%

$145,884+95.4%

Participation rate

75.0%

84.0%-9.0pp

82.2%-7.2pp

80.3%-5.3pp

Annual return

14.96%

98.60%-83.6pp

420.17%-405.2pp

551.85%-536.9pp

Employer contribution / active EE

$5,286-100.0%

$4,933-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,480

$8,422-46.8%

$8,066-44.5%

$6,690-33.0%

Admin fee / account holder

$15,030-100.0%

$12,989-100.0%

$13,392-100.0%

STUDIO D ARCHITECTS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STUDIO D ARCHITECTS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion