Retirement plan

TIBURON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

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

TIBURON ASSOCIATES, INC.EIN 54-2025729Plan #001PY 2025

686 PLYMOUTH AVE NE - GRAND RAPIDS, MI 49505717-377-5967

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5M

+24.9% from 2024

Total participants

-6.1% from 2024

Average account balance

$172,217

+29.2% from 2024

Annual return

19.20%

+1.58 pp from 2024

Benchmarks

See 48,821 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort48,821 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.99M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

207.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+19.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$972

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

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

$28K

$2013 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.564%

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

$172,217

$155,555+10.7%

$146,866+17.3%

$155,188+11.0%

Participation rate

85.7%

84.0%+1.8pp

82.5%+3.2pp

80.8%+4.9pp

Annual return

19.20%

115.41%-96.2pp

102.85%-83.7pp

148.84%-129.6pp

Employer contribution / active EE

$6,100

$4,647+31.3%

$4,425+37.9%

$4,248+43.6%

Participant deferral / active EE

$10,610

$8,044+31.9%

$7,759+36.7%

$6,531+62.5%

Admin fee / account holder

$972

$14,755-93.4%

$13,620-92.9%

$14,480-93.3%

TIBURON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIBURON ASSOCIATES, 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