Retirement plan

EQUITY ESTATES HOLDINGS LLC 401(K) PLAN

Name: EQUITY ESTATES HOLDINGS, LLC - EQUITY ESTATES HOLDINGS LLC 401(K) PLAN (2025) Form 5500
Creator: EQUITY ESTATES HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EQUITY ESTATES HOLDINGS LLC 401(K) PLAN, EQUITY ESTATES HOLDINGS, LLC

EQUITY ESTATES HOLDINGS, LLCEIN 32-0516351Plan #001PY 2025

750 HAMMOND DRIVE, 6-300 - ATLANTA, GA 30328404-480-3792

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+33.5% from 2024

Total participants

-5.6% from 2024

Average account balance

$73,977

+41.4% from 2024

Annual return

19.64%

-2.46 pp from 2024

Benchmarks

See 3,017 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,017 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$417K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+19.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4901

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 codes2E2J2R3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$167K

$5554 / participant

Other / not subdivided$167K100.0%

% of EOY assets

6.625%

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

$73,977

$80,812-8.5%

$160,784-54.0%

$82,448-10.3%

Participation rate

100.0%

66.2%+33.8pp

77.0%+23.0pp

68.1%+31.9pp

Annual return

19.64%

100.59%-80.9pp

1803.92%-1784.3pp

41.64%-22.0pp

Employer contribution / active EE

$4,012

$2,174+84.6%

$3,733+7.5%

$2,551+57.3%

Participant deferral / active EE

$9,876

$4,335+127.8%

$6,293+56.9%

$4,139+138.6%

Admin fee / account holder

$4,901

$7,695-36.3%

$9,717-49.6%

$7,234-32.3%

EQUITY ESTATES HOLDINGS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EQUITY ESTATES HOLDINGS 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