Retirement plan

JJ LEASING AND MANAGEMENT RETIREMENT PLAN

Name: JJ LEASING AND MANAGEMENT, INC. - JJ LEASING AND MANAGEMENT RETIREMENT PLAN (2024) Form 5500
Creator: JJ LEASING AND MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JJ LEASING AND MANAGEMENT RETIREMENT PLAN, JJ LEASING AND MANAGEMENT, INC.

JJ LEASING AND MANAGEMENT, INC.EIN 47-2445664Plan #001PY 2024

418 OELLA AVE STE B - CANTONSVILLE, MD 21228410-418-5650

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$568K

-33.4% from 2023

Total participants

0.0% from 2023

Average account balance

$189,234

-33.4% from 2023

Annual return

11.58%

+2.67 pp from 2023

Benchmarks

See 20,123 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,123 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$568K

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+11.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147529

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 codes2E2G2J

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.

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

$443K

$147529 / participant

Other / not subdivided$443K100.0%

% of EOY assets

77.961%

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

$189,234

$211,105-10.4%

$178,449+6.0%

$145,978+29.6%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

11.58%

30.19%-18.6pp

27.09%-15.5pp

550.52%-538.9pp

Employer contribution / active EE

$4,320

$4,569-5.4%

$3,951+9.3%

$4,662-7.3%

Participant deferral / active EE

$15,470

$6,959+122.3%

$6,277+146.5%

$6,690+131.3%

Admin fee / account holder

$147,529

$12,017+1127.7%

$10,362+1323.8%

$13,400+1000.9%

JJ LEASING AND MANAGEMENT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JJ LEASING AND MANAGEMENT RETIREMENT 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