Retirement plan

INLAND COMPANIES, INC. 401(K) PLAN

Name: INLAND COMPANIES, INC. - INLAND COMPANIES, INC. 401(K) PLAN (2023) Form 5500
Creator: INLAND COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INLAND COMPANIES, INC. 401(K) PLAN, INLAND COMPANIES, INC.

INLAND COMPANIES, INC.EIN 39-1154966Plan #001PY 2023

833 E MICHIGAN STREET, SUITE 500 - MILWAUKEE, WI 53202414-982-6578inlandcompanies.comLinkedIn51-200 employeesreal estate

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4.6M

+44.8% from 2022

Total participants

264

+25.1% from 2022

Average account balance

$18,055

+8.9% from 2022

Annual return

23.26%

+34.41 pp from 2022

Benchmarks

See 3,254 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,254 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.14M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

305

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930	Recordkeeping	$22,184
FIRST BUSINESS TRUST & INVESTMENTS1 year Filed as: FIRST BUSINESS BANK Service code 27 401 CHARMANY DR · MADISON, WI 53719	Advisory (Plan)	$6,984

Plan features & details

Pension benefit codes2S2E3D2G2J2K2F2T

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$29K

$151 / participant

Investment mgmt$7K23.9%
Contract admin$22K76.1%

% of EOY assets

0.636%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: QUANDT BERNDT COMPANY
Auditor EIN: 812478088
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,055

$76,670-76.5%

$96,683-81.3%

$71,457-74.7%

Participation rate

94.8%

66.6%+28.2pp

74.3%+20.5pp

67.9%+26.9pp

Annual return

23.26%

48.29%-25.0pp

35.69%-12.4pp

28.85%-5.6pp

Employer contribution / active EE

$1,346

$3,031-55.6%

$3,737-64.0%

$2,588-48.0%

Participant deferral / active EE

$3,646

$3,771-3.3%

$4,878-25.3%

$4,289-15.0%

Admin fee / account holder

$115

$2,028-94.3%

$6,730-98.3%

$1,587-92.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.7 years

Service code 15 · EIN 23-1945930

Recordkeeping

$22,184

FIRST BUSINESS TRUST & INVESTMENTS1 year

Filed as: FIRST BUSINESS BANK

Service code 27

401 CHARMANY DR · MADISON, WI 53719

Advisory (Plan)

$6,984

INLAND COMPANIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INLAND COMPANIES, INC. 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