Retirement plan

THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN

Name: LESTER M & SALLY ENTIN FOUNDATION - THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN (2024) Form 5500
Creator: LESTER M & SALLY ENTIN FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN, LESTER M & SALLY ENTIN FOUNDATION

LESTER M & SALLY ENTIN FOUNDATIONEIN 65-0758118Plan #001PY 2024

POST OFFICE BOX 1700 - LIVINGSTON, NJ 07039973-773-1010

Prospect flagsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+23.4% from 2023

Total participants

0.0% from 2023

Average account balance

$1,214,100

+23.4% from 2023

Annual return

19.45%

-8.02 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+19.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2474

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5K

$1649 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.204%

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

$1,214,100

$88,815+1267.0%

$81,882+1382.7%

$145,897+732.2%

Participation rate

66.7%

75.1%-8.4pp

72.4%-5.7pp

80.3%-13.6pp

Annual return

19.45%

1033.75%-1014.3pp

779.47%-760.0pp

552.29%-532.8pp

Employer contribution / active EE

$5,667

$3,086+83.6%

$2,916+94.3%

$4,663+21.5%

Participant deferral / active EE

$20,333

$4,647+337.5%

$4,323+370.3%

$6,689+204.0%

Admin fee / account holder

$2,474

$8,434-70.7%

$7,360-66.4%

$13,390-81.5%

THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LESTER M. AND SALLY ENTIN FOUNDATION 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