Retirement plan

R.E. HILL PROPERTIES, INC. 401(K) PLAN

Name: R.E. HILL PROPERTIES, INC - R.E. HILL PROPERTIES, INC. 401(K) PLAN (2023) Form 5500
Creator: R.E. HILL PROPERTIES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R.E. HILL PROPERTIES, INC. 401(K) PLAN, R.E. HILL PROPERTIES, INC

R.E. HILL PROPERTIES, INCEIN 33-0978459Plan #001PY 2023

7825 FAY AVE STE 340 - LA JOLLA, CA 920374272858-456-4045hillproperties.netLinkedIn1-10 employeesreal estate

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$440K

+19.1% from 2022

Total participants

0.0% from 2022

Average account balance

$146,761

+19.1% from 2022

Annual return

11.56%

+24.45 pp from 2022

Benchmarks

See 19,292 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,292 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$298K

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

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

+16.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1236

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$4K

$1320 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.900%

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

$146,761

$202,460-27.5%

$169,385-13.4%

$139,456+5.2%

Participation rate

66.7%

81.1%-14.4pp

77.2%-10.5pp

80.3%-13.7pp

Annual return

11.56%

532.07%-520.5pp

405.82%-394.3pp

373.45%-361.9pp

Employer contribution / active EE

$3,058

$4,691-34.8%

$4,012-23.8%

$4,753-35.7%

Participant deferral / active EE

$6,263

$6,938-9.7%

$6,221+0.7%

$6,711-6.7%

Admin fee / account holder

$1,320

$10,719-87.7%

$9,011-85.3%

$11,407-88.4%

R.E. HILL PROPERTIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R.E. HILL PROPERTIES, INC. 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