Retirement plan

SBG EMPLOYEE 401(K) PLAN AND TRUST

Name: SUDLER AND COMPANY, INC. - SBG EMPLOYEE 401(K) PLAN AND TRUST (2024) Form 5500
Creator: SUDLER AND COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SBG EMPLOYEE 401(K) PLAN AND TRUST, SUDLER AND COMPANY, INC.

SUDLER AND COMPANY, INC.EIN 36-3831901Plan #001PY 2024

875 N MICHIGAN AVENUE, SUITE 3980 - CHICAGO, IL 60611312-751-0900LinkedIn51-200 employeesreal estate

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$11.9M

+19.8% from 2023

Total participants

207

+32.7% from 2023

Average account balance

$88,878

+9.9% from 2023

Annual return

17.85%

-1.04 pp from 2023

Benchmarks

See 1,093 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,093 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.91M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

134

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.

58.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$870K

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

+17.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576	Direct payment from the plan; Claims ...	$43,110

Plan features & details

Pension benefit codes2E2G2J2K2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$16 / participant

Contract admin$3K100.0%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,878

$73,397+21.1%

$178,014-50.1%

$74,546+19.2%

Participation rate

58.0%

66.6%-8.5pp

77.1%-19.0pp

67.2%-9.2pp

Annual return

17.85%

17.49%+0.4pp

294.80%-277.0pp

1366.03%-1348.2pp

Employer contribution / active EE

$546

$2,217-75.4%

$3,950-86.2%

$2,624-79.2%

Participant deferral / active EE

$4,454

$4,512-1.3%

$6,276-29.0%

$4,347+2.4%

Admin fee / account holder

$21

$1,809-98.8%

$10,362-99.8%

$1,944-98.9%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP1 year

Service code 12 · EIN 93-1253576

Direct payment from the plan; Claims ...

$43,110

SBG EMPLOYEE 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SBG EMPLOYEE 401(K) PLAN AND TRUST

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