Retirement plan

FRANCO MANAGEMENT, INC. MONEY PURCHASE PLAN

Name: FRANCO MANAGEMENT, INC. - FRANCO MANAGEMENT, INC. MONEY PURCHASE PLAN (2024) Form 5500
Creator: FRANCO MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANCO MANAGEMENT, INC. MONEY PURCHASE PLAN, FRANCO MANAGEMENT, INC.

FRANCO MANAGEMENT, INC.EIN 35-1863282Plan #001PY 2024

7985 113TH STREET NORTH, SUITE 330 - SEMINOLE, FL 33772770-729-0362

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$665K

+17.9% from 2023

Total participants

0.0% from 2023

Average account balance

$665,166

+17.9% from 2023

Annual return

17.89%

+9.36 pp from 2023

Benchmarks

See 20,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$665K

Not enough data

1 years with asset history on file

Average account balance

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

$665K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.89%

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 codes2C2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

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

$665,166

$211,239+214.9%

$178,528+272.6%

$145,877+356.0%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

17.89%

30.22%-12.3pp

27.11%-9.2pp

551.28%-533.4pp

Employer contribution / active EE

$4,570-100.0%

$3,950-100.0%

$4,663-100.0%

Participant deferral / active EE

$6,963-100.0%

$6,278-100.0%

$6,691-100.0%

Admin fee / account holder

$12,095-100.0%

$10,419-100.0%

$13,402-100.0%

FRANCO MANAGEMENT, INC. MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FRANCO MANAGEMENT, INC. MONEY PURCHASE 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