Retirement plan

BOSA DEVELOPMENT 401(K) PLAN

Name: BOSA DEVELOPMENT US CORP - BOSA DEVELOPMENT 401(K) PLAN (2024) Form 5500
Creator: BOSA DEVELOPMENT US CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOSA DEVELOPMENT 401(K) PLAN, BOSA DEVELOPMENT US CORP

BOSA DEVELOPMENT US CORPEIN 32-0509677Plan #001PY 2024

121 WEST MARKET STREET - SAN DIEGO, CA 92101604-294-0666

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+33.3% from 2023

Total participants

0.0% from 2023

Average account balance

$114,113

+33.3% from 2023

Annual return

17.19%

-4.46 pp from 2023

Benchmarks

See 20,123 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,123 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.10M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$378K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+21.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1470

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 codes2F2G2J2T3D

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.
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.

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

$24K

$1503 / participant

Other / not subdivided$24K100.0%

% of EOY assets

0.781%

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

$114,113

$211,105-45.9%

$178,449-36.1%

$145,978-21.8%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

17.19%

30.19%-13.0pp

27.09%-9.9pp

550.52%-533.3pp

Employer contribution / active EE

$6,418

$4,569+40.5%

$3,951+62.4%

$4,662+37.7%

Participant deferral / active EE

$16,919

$6,959+143.1%

$6,277+169.6%

$6,690+152.9%

Admin fee / account holder

$891

$12,017-92.6%

$10,362-91.4%

$13,400-93.4%

BOSA DEVELOPMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOSA DEVELOPMENT 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