Retirement plan

PILLARS OF WALL STREET 401(K) PLAN

Name: PILLARS OF WALL STREET - PILLARS OF WALL STREET 401(K) PLAN (2023) Form 5500
Creator: PILLARS OF WALL STREET
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PILLARS OF WALL STREET 401(K) PLAN, PILLARS OF WALL STREET

PILLARS OF WALL STREETEIN 46-2056854Plan #001PY 2023

100 PARK AVE RM 1600 - NEW YORK, NY 100175538212-984-1087

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+72.2% from 2022

Total participants

0.0% from 2022

Average account balance

$461,066

+72.2% from 2022

Annual return

53.37%

+104.75 pp from 2022

Benchmarks

See 7,486 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,486 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.86M

Not enough data

1 years with asset history on file

Average account balance

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

$572K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$259K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$65K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$53

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 codes2E2F2G2R3B3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$401

$100 / participant

Other / not subdivided$401100.0%

% of EOY assets

0.017%

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

$461,066

$69,248+565.8%

$64,101+619.3%

$139,466+230.6%

Participation rate

100.0%

75.6%+24.4pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

53.37%

45.95%+7.4pp

33.72%+19.6pp

373.66%-320.3pp

Employer contribution / active EE

$36,750

$3,185+1053.9%

$2,749+1237.0%

$4,754+673.0%

Participant deferral / active EE

$26,250

$4,682+460.6%

$3,881+576.4%

$6,712+291.1%

Admin fee / account holder

$80

$4,247-98.1%

$3,070-97.4%

$11,409-99.3%

PILLARS OF WALL STREET 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PILLARS OF WALL STREET 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