Retirement plan

PAUL HALAJIAN, ARCHITECTS, INC. 401(K) PLAN

Name: PAUL HALAJIAN ARCHITECTS, INC. - PAUL HALAJIAN, ARCHITECTS, INC. 401(K) PLAN (2025) Form 5500
Creator: PAUL HALAJIAN ARCHITECTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL HALAJIAN, ARCHITECTS, INC. 401(K) PLAN, PAUL HALAJIAN ARCHITECTS, INC.

PAUL HALAJIAN ARCHITECTS, INC.EIN 45-4200646Plan #001PY 2025

389 CLOVIS AVENUE SUITE 100 - CLOVIS, CA 93612559-297-7900halajianarch.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+26.7% from 2024

Total participants

-16.0% from 2024

Average account balance

$70,664

+26.7% from 2024

Annual return

12.63%

+2.48 pp from 2024

Benchmarks

See 67,538 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort67,538 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

75.0%

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

$9K

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4024

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 codes2G3D2J2E2F2T

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.
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

$60K

$3018 / participant

Other / not subdivided$60K100.0%

% of EOY assets

5.695%

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

$70,664

$162,136-56.4%

$152,301-53.6%

$154,746-54.3%

Participation rate

70.0%

84.1%-14.1pp

82.4%-12.4pp

80.7%-10.7pp

Annual return

12.63%

91.02%-78.4pp

80.50%-67.9pp

172.34%-159.7pp

Employer contribution / active EE

$2,325

$4,890-52.5%

$4,624-49.7%

$4,379-46.9%

Participant deferral / active EE

$6,503

$8,341-22.0%

$8,004-18.8%

$6,730-3.4%

Admin fee / account holder

$4,024

$15,759-74.5%

$14,398-72.0%

$14,365-72.0%

PAUL HALAJIAN, ARCHITECTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAUL HALAJIAN, ARCHITECTS, 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