Retirement plan

ACACIA REALTY, INC. 401(K) PLAN

Name: ACACIA REALTY, INC. - ACACIA REALTY, INC. 401(K) PLAN (2023) Form 5500
Creator: ACACIA REALTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACACIA REALTY, INC. 401(K) PLAN, ACACIA REALTY, INC.

ACACIA REALTY, INC.EIN 46-2685649Plan #001PY 2023

15 E. FOOTHILL BLVD. - ARCADIA, CA 91006818-500-4888LinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$3.3M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+12.0% from 2022

Total participants

0.0% from 2022

Average account balance

$905,057

+12.0% from 2022

Annual return

9.92%

+21.93 pp from 2022

Benchmarks

See 19,292 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,292 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.04M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.93%

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 codes2E2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

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

$905,057

$202,460+347.0%

$169,385+434.3%

$139,456+549.0%

Participation rate

100.0%

81.1%+18.9pp

77.2%+22.8pp

80.3%+19.7pp

Annual return

9.92%

532.07%-522.2pp

405.82%-395.9pp

373.45%-363.5pp

Employer contribution / active EE

$1,697

$4,691-63.8%

$4,012-57.7%

$4,753-64.3%

Participant deferral / active EE

$15,000

$6,938+116.2%

$6,221+141.1%

$6,711+123.5%

Admin fee / account holder

$10,719-100.0%

$9,011-100.0%

$11,407-100.0%

ACACIA REALTY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ACACIA REALTY, INC. 401(K) 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