Retirement plan

ACTIVATE RESEARCH, INC. 401(K) PROFIT SHARING PLAN

Name: ACTIVATE RESEARCH, INC. - ACTIVATE RESEARCH, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ACTIVATE RESEARCH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTIVATE RESEARCH, INC. 401(K) PROFIT SHARING PLAN, ACTIVATE RESEARCH, INC.

ACTIVATE RESEARCH, INC.EIN 46-4308418Plan #001PY 2024

2021 L ST, NW STE 101-175 - WASHINGTON, DC 20036202-805-9280activateresearch.netLinkedIn11-50 employeesresearch

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

+29.9% from 2023

Total participants

+35.7% from 2023

Average account balance

$188,029

+21.2% from 2023

Annual return

12.40%

-3.87 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.82M

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$379K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.40%

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 codes2E2J2F2G3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$188,029

$160,040+17.5%

$147,096+27.8%

$145,877+28.9%

Participation rate

77.8%

84.0%-6.2pp

82.2%-4.4pp

80.3%-2.5pp

Annual return

12.40%

98.49%-86.1pp

419.75%-407.4pp

551.28%-538.9pp

Employer contribution / active EE

$12,216

$5,289+130.9%

$4,936+147.5%

$4,663+162.0%

Participant deferral / active EE

$8,850

$8,429+5.0%

$8,071+9.7%

$6,691+32.3%

Admin fee / account holder

$15,050-100.0%

$13,005-100.0%

$13,402-100.0%

ACTIVATE RESEARCH, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ACTIVATE RESEARCH, INC. 401(K) PROFIT SHARING 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