Retirement plan

CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, INC. 401(K) PLAN

Name: CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, INC. - CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, INC. 401(K) PLAN (2024) Form 5500
Creator: CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, INC. 401(K) PLAN, CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, INC.

CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, INC.EIN 46-0703822Plan #001PY 2024

60 CORTE BARISTO - GREENBRAE, CA 94904415-688-2506LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+27.4% from 2023

Total participants

+28.6% from 2023

Average account balance

$163,202

+11.5% from 2023

Annual return

22.63%

+0.54 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

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

+22.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3119

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 codes2F2G2J3D

Plan features

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.
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

$25K

$4159 / participant

Other / not subdivided$25K100.0%

% of EOY assets

1.911%

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

$163,202

$160,070+2.0%

$147,117+10.9%

$145,897+11.9%

Participation rate

83.3%

84.0%-0.7pp

82.2%+1.1pp

80.3%+3.0pp

Annual return

22.63%

98.69%-76.1pp

420.54%-397.9pp

552.29%-529.7pp

Employer contribution / active EE

$2,565

$5,285-51.5%

$4,932-48.0%

$4,663-45.0%

Participant deferral / active EE

$9,754

$8,419+15.9%

$8,065+21.0%

$6,689+45.8%

Admin fee / account holder

$3,119

$15,035-79.3%

$12,993-76.0%

$13,390-76.7%

CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CREO LANDSCAPE ARCHITECTURE + URBAN DESIGN, 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