Retirement plan

FLANAGAN BILTON RETIREMENT PLAN

Name: FLANAGAN BILTON - FLANAGAN BILTON RETIREMENT PLAN (2025) Form 5500
Creator: FLANAGAN BILTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLANAGAN BILTON RETIREMENT PLAN, FLANAGAN BILTON

FLANAGAN BILTONEIN 36-2797010Plan #001PY 2025

1 N. LA SALLE ST., SUITE 2100 - CHICAGO, IL 60602312-540-5640fbtax.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.3M

+18.0% from 2024

Total participants

+12.7% from 2024

Average account balance

$147,873

-0.5% from 2024

Annual return

15.77%

+6.91 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.27M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

103.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$712K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6375

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

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

$529K

$6614 / participant

Other / not subdivided$529K100.0%

% of EOY assets

4.311%

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

$147,873

$106,864+38.4%

$147,318+0.4%

$82,637+78.9%

Participation rate

92.5%

75.5%+17.0pp

82.1%+10.4pp

68.1%+24.4pp

Annual return

15.77%

27.49%-11.7pp

70.43%-54.7pp

53.51%-37.7pp

Employer contribution / active EE

$2,950

$3,417-13.7%

$4,593-35.8%

$2,552+15.6%

Participant deferral / active EE

$5,953

$6,496-8.3%

$7,906-24.7%

$4,126+44.3%

Admin fee / account holder

$6,375

$8,415-24.2%

$13,708-53.5%

$7,339-13.1%

FLANAGAN BILTON RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLANAGAN BILTON RETIREMENT 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