Retirement plan

CORNER FUND, INC. 401(K) PROFIT SHARING PLAN

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

CORNER FUND, INC.EIN 47-3005487Plan #001PY 2024

11639 SAN VICENTE BLVD., SUITE 433 - LOS ANGELES, CA 90049213-804-1990

Other plans on this EIN

1 filing

#002Retirement-$827K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$241K

+10.9% from 2023

Total participants

0.0% from 2023

Average account balance

$80,236

+10.9% from 2023

Annual return

10.90%

-3.44 pp from 2023

Benchmarks

See 20,156 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,156 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$241K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2E2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$37

$9 / participant

Other / not subdivided$37100.0%

% of EOY assets

0.015%

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

$80,236

$210,698-61.9%

$178,014-54.9%

$145,959-45.0%

Participation rate

75.0%

80.8%-5.8pp

77.1%-2.1pp

80.3%-5.3pp

Annual return

10.90%

386.27%-375.4pp

294.80%-283.9pp

561.95%-551.0pp

Employer contribution / active EE

$4,567-100.0%

$3,950-100.0%

$4,661-100.0%

Participant deferral / active EE

$6,958-100.0%

$6,276-100.0%

$6,689-100.0%

Admin fee / account holder

$12

$12,016-99.9%

$10,362-99.9%

$13,398-99.9%

CORNER FUND, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORNER FUND, INC. 401(K) PROFIT SHARING 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