Retirement plan

OUTLOOK FINANCIAL GROUP 401(K) PLAN

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

OUTLOOK FINANCIAL GROUP, LLCEIN 38-4023188Plan #001PY 2025

2202 TIMBERLOCH PLACE, SUITE 135 - THE WOODLANDS, TX 77380281-681-8585outlookfg.comLinkedIn1-10 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$971K

+61.2% from 2024

Total participants

0.0% from 2024

Average account balance

$242,652

+61.2% from 2024

Annual return

31.82%

+19.34 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$971K

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+31.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$162

$41 / participant

Other / not subdivided$162100.0%

% of EOY assets

0.017%

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

$242,652

$212,386+14.3%

$199,883+21.4%

$138,895+74.7%

Participation rate

75.0%

87.4%-12.4pp

86.8%-11.8pp

79.9%-4.9pp

Annual return

31.82%

47.75%-15.9pp

43.81%-12.0pp

145.39%-113.6pp

Employer contribution / active EE

$18,130

$6,625+173.7%

$6,261+189.6%

$4,194+332.3%

Participant deferral / active EE

$26,100

$9,617+171.4%

$9,138+185.6%

$6,396+308.1%

Admin fee / account holder

$41

$18,233-99.8%

$17,268-99.8%

$12,562-99.7%

OUTLOOK FINANCIAL GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OUTLOOK FINANCIAL GROUP 401(K) 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