Retirement plan

ANGELA KITTNER TEAM 401(K) PLAN

Name: ANGELA KITTNER TEAM - ANGELA KITTNER TEAM 401(K) PLAN (2024) Form 5500
Creator: ANGELA KITTNER TEAM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGELA KITTNER TEAM 401(K) PLAN, ANGELA KITTNER TEAM

ANGELA KITTNER TEAMEIN 45-5410496Plan #001PY 2024

10805 SUNSET OFFICE DRIVE, STE. 102 - ST. LOUIS, MO 63127314-775-2768LinkedIn1-10 employeesreal estate

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$1M

+23.8% from 2023

Total participants

0.0% from 2023

Average account balance

$348,733

+23.8% from 2023

Annual return

16.54%

-6.25 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

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$349K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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 codes2E2J3D2F

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).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$97

$19 / participant

Other / not subdivided$97100.0%

% of EOY assets

0.009%

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

$348,733

$211,288+65.1%

$178,540+95.3%

$145,884+139.0%

Participation rate

60.0%

80.8%-20.8pp

77.1%-17.1pp

80.3%-20.3pp

Annual return

16.54%

30.27%-13.7pp

27.15%-10.6pp

551.85%-535.3pp

Employer contribution / active EE

$1,013

$4,574-77.8%

$3,953-74.4%

$4,662-78.3%

Participant deferral / active EE

$11,280

$6,967+61.9%

$6,281+79.6%

$6,690+68.6%

Admin fee / account holder

$32

$12,105-99.7%

$10,424-99.7%

$13,392-99.8%

ANGELA KITTNER TEAM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGELA KITTNER TEAM 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