Retirement plan

BOYLE INVESTMENT COMPANY RETIREMENT SAVINGS PLAN & TRUST

Name: BOYLE INVESTMENT COMPANY - BOYLE INVESTMENT COMPANY RETIREMENT SAVINGS PLAN & TRUST (2025) Form 5500
Creator: BOYLE INVESTMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYLE INVESTMENT COMPANY RETIREMENT SAVINGS PLAN & TRUST, BOYLE INVESTMENT COMPANY

BOYLE INVESTMENT COMPANYEIN 62-0136740Plan #002PY 2025

5900 POPLAR AVE STE 100 - MEMPHIS, TN 381193900901-767-0100LinkedIn11-50 employeesreal estate

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$81.7M

-0.6% from 2024

Total participants

181

+7.1% from 2024

Average account balance

$467,006

-4.6% from 2024

Annual return

13.30%

-1.54 pp from 2024

Benchmarks

See 564 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort564 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$81.73M

Not enough data

1 years with asset history on file

Average account balance

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

$467K

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.

175

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1334

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
THE TRUST COMPANY OF TENNESSEE8 years Service code 13 · EIN 62-1291257	Contract Administrator	$101,822
RUANE, CUNNIFF & GOLDFARB INC.11+ years Filed as: RUANE CUNNIFF & GOLDFARB, INC. Service code 28 · EIN 13-2628641 9 WEST 57TH STREET - SUITE 500 · NEW YORK, NY 100192701	Investment Management	$98,686
RAYMOND JAMES FINANCIAL SERVICES11+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 999 S. SHADY RD, SUITE 501 · MEMPHIS, TN 381204129	Investment Management	$32,892

Plan features & details

Pension benefit codes2A2E2J2K2G3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$233K

$1755 / participant

Investment mgmt$233K99.7%
Contract admin$7800.3%

% of EOY assets

0.286%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WATKINS UIBERALL, PLLC
Auditor EIN: 621804252
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$467,006

$81,625+472.1%

$167,512+178.8%

$74,304+528.5%

Participation rate

95.5%

60.0%+35.5pp

77.1%+18.4pp

60.3%+35.1pp

Annual return

13.30%

26.09%-12.8pp

1615.79%-1602.5pp

29.43%-16.1pp

Employer contribution / active EE

$7,143

$2,010+255.3%

$3,882+84.0%

$2,241+218.7%

Participant deferral / active EE

$7,127

$4,115+73.2%

$6,405+11.3%

$3,767+89.2%

Admin fee / account holder

$1,334

$3,474-61.6%

$9,769-86.3%

$2,969-55.1%

Provider

Service type

Compensation

THE TRUST COMPANY OF TENNESSEE8 years

Service code 13 · EIN 62-1291257

Contract Administrator

$101,822

RUANE, CUNNIFF & GOLDFARB INC.11+ years

Filed as: RUANE CUNNIFF & GOLDFARB, INC.

Service code 28 · EIN 13-2628641

9 WEST 57TH STREET - SUITE 500 · NEW YORK, NY 100192701

Investment Management

$98,686

RAYMOND JAMES FINANCIAL SERVICES11+ years

Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC.

Service code 28 · EIN 62-1237220

999 S. SHADY RD, SUITE 501 · MEMPHIS, TN 381204129

Investment Management

$32,892

BOYLE INVESTMENT COMPANY RETIREMENT SAVINGS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOYLE INVESTMENT COMPANY RETIREMENT SAVINGS 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