Retirement plan

PREFERRED EQUINE MARKETING, INC. 401(K) PROFIT SHARING PLAN

Name: PREFERRED EQUINE MARKETING, INC. - PREFERRED EQUINE MARKETING, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: PREFERRED EQUINE MARKETING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREFERRED EQUINE MARKETING, INC. 401(K) PROFIT SHARING PLAN, PREFERRED EQUINE MARKETING, INC.

PREFERRED EQUINE MARKETING, INC.EIN 35-2158496Plan #001PY 2025

P.O. BOX 2200 - CLIFFSIDE MANOR, NY 10510914-773-7777preferredequine.comLinkedIn1-10 employeessports

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+6.0% from 2024

Total participants

+12.5% from 2024

Average account balance

$202,554

-5.8% from 2024

Annual return

3.92%

-9.27 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$203K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

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

+3.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2362

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 codes2E3D3H

Plan features

2E
Profit-sharing
Profit-sharing 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$21K

$2658 / participant

Other / not subdivided$21K100.0%

% of EOY assets

1.166%

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

$202,554

$154,228+31.3%

$145,433+39.3%

$137,256+47.6%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

3.92%

74.59%-70.7pp

66.58%-62.7pp

220.34%-216.4pp

Employer contribution / active EE

$4,375

$4,804-8.9%

$4,554-3.9%

$4,156+5.3%

Participant deferral / active EE

$8,216-100.0%

$7,897-100.0%

$6,407-100.0%

Admin fee / account holder

$2,362

$14,344-83.5%

$13,129-82.0%

$12,270-80.7%

PREFERRED EQUINE MARKETING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREFERRED EQUINE MARKETING, INC. 401(K) PROFIT SHARING 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