Retirement plan

CARLA M DELLA ZOPPA 401(K) PROFIT SHARING PLAN

Name: CARLA M DELLA ZOPPA REALTOR - CARLA M DELLA ZOPPA 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CARLA M DELLA ZOPPA REALTOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARLA M DELLA ZOPPA 401(K) PROFIT SHARING PLAN, CARLA M DELLA ZOPPA REALTOR

CARLA M DELLA ZOPPA REALTOREIN 45-0463809Plan #001PY 2024

2522 PATRA - EL SOBRANTE, CA 94803510-325-1568

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$340K

+17.1% from 2023

Total participants

0.0% from 2023

Average account balance

$170,151

+17.1% from 2023

Annual return

9.75%

+1.57 pp from 2023

Benchmarks

See 20,063 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,063 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

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

$15K

$7718 / participant

Other / not subdivided$15K100.0%

% of EOY assets

4.536%

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

$170,151

$211,288-19.5%

$178,540-4.7%

$145,884+16.6%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

9.75%

30.27%-20.5pp

27.15%-17.4pp

551.85%-542.1pp

Employer contribution / active EE

$1,201

$4,574-73.7%

$3,953-69.6%

$4,662-74.2%

Participant deferral / active EE

$15,026

$6,967+115.7%

$6,281+139.2%

$6,690+124.6%

Admin fee / account holder

$7,718

$12,105-36.2%

$10,424-26.0%

$13,392-42.4%

CARLA M DELLA ZOPPA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARLA M DELLA ZOPPA 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