Retirement plan

CURASI REALTY 401(K) PROFIT SHARING PLAN

Name: CURASI REALTY, INC. - CURASI REALTY 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: CURASI REALTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURASI REALTY 401(K) PROFIT SHARING PLAN, CURASI REALTY, INC.

CURASI REALTY, INC.EIN 37-1445456Plan #001PY 2020

1060 STATE ROUTE 17K - MONTGOMERY, NY 12549845-457-9174curasirealty.comLinkedIn51-200 employeesreal estate

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$759K

+10.3% from 2019

Total participants

+22.2% from 2019

Average account balance

$75,898

-11.7% from 2019

Annual return

-10.34%

-25.59 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3085

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$170

$28 / participant

Other / not subdivided$170100.0%

% of EOY assets

0.022%

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

$75,898

$228,352-66.8%

$185,827-59.2%

$158,950-52.3%

Participation rate

83.3%

82.3%+1.0pp

78.0%+5.3pp

82.0%+1.4pp

Annual return

-10.34%

40.81%-51.2pp

35.96%-46.3pp

302.91%-313.3pp

Employer contribution / active EE

$16,748

$4,967+237.2%

$4,087+309.8%

$4,762+251.7%

Participant deferral / active EE

$6,960

$6,416+8.5%

$5,633+23.6%

$5,983+16.3%

Admin fee / account holder

$17

$11,867-99.9%

$9,502-99.8%

$11,248-99.8%

CURASI REALTY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CURASI REALTY 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