Retirement plan

RICCI TEAM 401 (K) RETIREMENT PLAN

Name: RICCI TEAM LLC - RICCI TEAM 401 (K) RETIREMENT PLAN (2025) Form 5500
Creator: RICCI TEAM LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RICCI TEAM 401 (K) RETIREMENT PLAN, RICCI TEAM LLC

RICCI TEAM LLCEIN 36-4769285Plan #001PY 2025

120 BLOOMINGDALE ROAD, SUITE 101 - WHITE PLAINS, NY 10605914-437-6131

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$212K

+24.3% from 2024

Total participants

-20.0% from 2024

Average account balance

$52,932

+55.3% from 2024

Annual return

17.05%

+9.12 pp from 2024

Benchmarks

See 6,679 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort6,679 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$212K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$790

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 codes2E2G2J2T3D

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.
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

$3K

$3159 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.492%

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

$52,932

$225,673-76.5%

$203,872-74.0%

$155,188-65.9%

Participation rate

100.0%

80.3%+19.7pp

77.8%+22.2pp

80.8%+19.2pp

Annual return

17.05%

95.91%-78.9pp

85.11%-68.1pp

148.84%-131.8pp

Employer contribution / active EE

$6,858

$4,099+67.3%

$3,757+82.5%

$4,248+61.4%

Participant deferral / active EE

$6,750

$6,893-2.1%

$6,388+5.7%

$6,531+3.4%

Admin fee / account holder

$790

$12,327-93.6%

$11,730-93.3%

$14,480-94.5%

RICCI TEAM 401 (K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RICCI TEAM 401 (K) 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