Retirement plan

THE CLOVER COMPANY 401(K) PROFIT SHARING PLAN

Name: THE CLOVER COMPANY - THE CLOVER COMPANY 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: THE CLOVER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CLOVER COMPANY 401(K) PROFIT SHARING PLAN, THE CLOVER COMPANY

THE CLOVER COMPANYEIN 47-1111856Plan #001PY 2025

6650 N. ORACLE RD., SUITE 111 - TUCSON, AZ 85704520-829-4621

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

+25.6% from 2024

Total participants

0.0% from 2024

Average account balance

$615,264

+25.6% from 2024

Annual return

20.24%

+7.32 pp from 2024

Benchmarks

See 13,762 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,762 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.46M

Not enough data

1 years with asset history on file

Average account balance

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

$615K

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

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+20.24%

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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

$615,264

$182,442+237.2%

$163,379+276.6%

$138,895+343.0%

Participation rate

100.0%

79.8%+20.2pp

76.8%+23.2pp

79.9%+20.1pp

Annual return

20.24%

72.74%-52.5pp

63.41%-43.2pp

145.39%-125.2pp

Employer contribution / active EE

$7,278

$4,159+75.0%

$3,752+93.9%

$4,194+73.5%

Participant deferral / active EE

$19,111

$6,817+180.3%

$6,282+204.2%

$6,396+198.8%

Admin fee / account holder

$10,396-100.0%

$9,818-100.0%

$12,562-100.0%

THE CLOVER COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE CLOVER COMPANY 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