Retirement plan

COLDWELL BANKER ONE 401K PLAN

Name: GULLY & PHELPS INC DBA COLDWELL - COLDWELL BANKER ONE 401K PLAN (2024) Form 5500
Creator: GULLY & PHELPS INC DBA COLDWELL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLDWELL BANKER ONE 401K PLAN, GULLY & PHELPS INC DBA COLDWELL

GULLY & PHELPS INC DBA COLDWELLEIN 72-1145684Plan #001PY 2024

5025 BLUEBONNET BLVD - BATON ROUGE, LA 70809225-925-2500

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$18K

+23.8% from 2023

Total participants

0.0% from 2023

Average account balance

$18,436

+23.8% from 2023

Annual return

8.99%

+0.13 pp from 2023

Benchmarks

See 20,049 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,049 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

16.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$367

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

+8.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$18,436

$211,224-91.3%

$178,505-89.7%

$145,897-87.4%

Participation rate

16.7%

80.8%-64.2pp

77.1%-60.5pp

80.3%-63.6pp

Annual return

8.99%

30.28%-21.3pp

27.16%-18.2pp

552.29%-543.3pp

Employer contribution / active EE

$4,577-100.0%

$3,955-100.0%

$4,663-100.0%

Participant deferral / active EE

$367

$6,966-94.7%

$6,280-94.2%

$6,689-94.5%

Admin fee / account holder

$12,109-100.0%

$10,428-100.0%

$13,390-100.0%

COLDWELL BANKER ONE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COLDWELL BANKER ONE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion