Retirement plan

DOMAIN COMPANIES MANAGEMENT LLC 401(K) PLAN

Name: DOMAIN COS. MANAGEMENT LLC - DOMAIN COMPANIES MANAGEMENT LLC 401(K) PLAN (2024) Form 5500
Creator: DOMAIN COS. MANAGEMENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOMAIN COMPANIES MANAGEMENT LLC 401(K) PLAN, DOMAIN COS. MANAGEMENT LLC

DOMAIN COS. MANAGEMENT LLCEIN 42-1764482Plan #001PY 2024

11 PARK PLACE #1705, SUITE 1705 - NEW YORK, NY 10007212-991-0001

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$6.2M

+25.5% from 2023

Total participants

143

+6.7% from 2023

Average account balance

$67,146

+21.4% from 2023

Annual return

15.08%

-7.20 pp from 2023

Benchmarks

See 1,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.18M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$787K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3336

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 codes2E2F2G2J2T3B3D3H

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$307K

$2669 / participant

Other / not subdivided$307K100.0%

% of EOY assets

4.968%

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

$67,146

$73,459-8.6%

$178,528-62.4%

$74,429-9.8%

Participation rate

55.7%

66.5%-10.9pp

77.1%-21.4pp

67.2%-11.6pp

Annual return

15.08%

17.50%-2.4pp

27.11%-12.0pp

1368.38%-1353.3pp

Employer contribution / active EE

$2,305

$2,219+3.8%

$3,950-41.7%

$2,625-12.2%

Participant deferral / active EE

$4,537

$4,515+0.5%

$6,278-27.7%

$4,348+4.3%

Admin fee / account holder

$3,336

$1,812+84.1%

$10,419-68.0%

$1,944+71.6%

DOMAIN COMPANIES MANAGEMENT LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOMAIN COMPANIES MANAGEMENT LLC 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