Retirement plan

GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN

Name: GERALD ALCOCK COMPANY, L.L.C. - GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN (2025) Form 5500
Creator: GERALD ALCOCK COMPANY, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN, GERALD ALCOCK COMPANY, L.L.C.

GERALD ALCOCK COMPANY, L.L.C.EIN 38-3212741Plan #002PY 2025

315 E EISENHOWER PKWY #5 - ANN ARBOR, MI 48108734-994-0554geraldalcock.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.4M

+11.0% from 2024

Total participants

-6.7% from 2024

Average account balance

$536,416

+11.0% from 2024

Annual return

8.86%

-13.61 pp from 2024

Benchmarks

See 9,302 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.44M

Not enough data

1 years with asset history on file

Average account balance

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

$536K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+8.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$309

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 codes2E2J2F2G3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$309 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.058%

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

$536,416

$208,088+157.8%

$186,193+188.1%

$154,746+246.6%

Participation rate

83.3%

80.0%+3.3pp

77.1%+6.2pp

80.7%+2.6pp

Annual return

8.86%

89.97%-81.1pp

78.03%-69.2pp

172.34%-163.5pp

Employer contribution / active EE

$10,455

$4,340+140.9%

$3,918+166.8%

$4,379+138.8%

Participant deferral / active EE

$7,078-100.0%

$6,513-100.0%

$6,730-100.0%

Admin fee / account holder

$309

$11,698-97.4%

$11,058-97.2%

$14,365-97.9%

GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GERALD ALCOCK COMPANY, L.L.C. EMPLOYEES' SAVINGS 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