Retirement plan

CARLYLE TOWERS UNIT OWNERS 401(K) PROFIT SHARING PLAN & TRUST

Name: CARLYLE TOWERS UNIT OWNERS - CARLYLE TOWERS UNIT OWNERS 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: CARLYLE TOWERS UNIT OWNERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARLYLE TOWERS UNIT OWNERS 401(K) PROFIT SHARING PLAN & TRUST, CARLYLE TOWERS UNIT OWNERS

CARLYLE TOWERS UNIT OWNERSEIN 54-1796537Plan #002PY 2025

5250 CHEROKEE AVE STE 100 - ALEXANDRIA, VA 223122052703-941-0818LinkedIn11-50 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+14.8% from 2024

Total participants

-32.4% from 2024

Average account balance

$56,827

+69.9% from 2024

Annual return

13.45%

+4.17 pp from 2024

Benchmarks

See 15,991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,991 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

113.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2046

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$51K

$2325 / participant

Other / not subdivided$51K100.0%

% of EOY assets

3.601%

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

$56,827

$180,749-68.6%

$160,784-64.7%

$137,256-58.6%

Participation rate

100.0%

80.0%+20.0pp

77.0%+23.0pp

80.0%+20.0pp

Annual return

13.45%

2234.46%-2221.0pp

1803.92%-1790.5pp

220.34%-206.9pp

Employer contribution / active EE

$983

$4,155-76.3%

$3,733-73.7%

$4,156-76.3%

Participant deferral / active EE

$1,544

$6,844-77.4%

$6,293-75.5%

$6,407-75.9%

Admin fee / account holder

$2,046

$10,397-80.3%

$9,717-78.9%

$12,270-83.3%

CARLYLE TOWERS UNIT OWNERS 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARLYLE TOWERS UNIT OWNERS 401(K) PROFIT SHARING PLAN & TRUST

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