Retirement plan

INFINITY MGT CASH BALANCE PLAN

Name: EMH PROFESSIONAL SERVICES LLC - INFINITY MGT CASH BALANCE PLAN (2024) Form 5500
Creator: EMH PROFESSIONAL SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFINITY MGT CASH BALANCE PLAN, EMH PROFESSIONAL SERVICES LLC

EMH PROFESSIONAL SERVICES LLCdba INFINITY MANAGEMENTEIN 45-5441826Plan #002PY 2024

461 WILLOW RUN - PROSPER, TX 750788326214-315-1912

Other plans on this EIN

1 filing

#001Retirement-$140K assets

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$398K

+33.3% from 2023

Total participants

0.0% from 2023

Average account balance

$198,750

+33.3% from 2023

Annual return

0.00%

0.00 pp from 2023

Benchmarks

See 7,725 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined benefit

Participants<25

Cohort7,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$398K

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes1A1C3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$198,750

$315,650-37.0%

$308,621-35.6%

$338,137-41.2%

Participation rate

100.0%

62.7%+37.3pp

57.2%+42.8pp

43.9%+56.1pp

Annual return

0.00%

8.11%-8.1pp

8.05%-8.1pp

13.05%-13.0pp

Employer contribution / active EE

$49,688

$44,168+12.5%

$42,669+16.4%

$37,651+32.0%

Participant deferral / active EE

$40-100.0%

$71-100.0%

$49-100.0%

Admin fee / account holder

$9,132-100.0%

$8,774-100.0%

$30,946-100.0%

INFINITY MGT CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INFINITY MGT CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion