Retirement plan

NORTHWOOD ENTERPRISES, LP 401(K) PLAN

Name: NORTHWOOD ENTERPRISES, LP - NORTHWOOD ENTERPRISES, LP 401(K) PLAN (2021) Form 5500
Creator: NORTHWOOD ENTERPRISES, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWOOD ENTERPRISES, LP 401(K) PLAN, NORTHWOOD ENTERPRISES, LP

NORTHWOOD ENTERPRISES, LPEIN 77-0239114Plan #001PY 2021

7472 N. FRESNO STREET, SUITE 209 - FRESNO, CA 93720559-439-2618northwoodprops.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$348K

No prior year

Total participants

No prior year

Average account balance

$174,243

No prior year

Annual return

9.00%

No prior year

Benchmarks

See 17,102 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$638K

Not enough data

1 years with asset history on file

Average account balance

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

$319K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+10.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$896

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 codes2E2G2J2R3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$1K

$590 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.339%

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

$174,243

$227,566-23.4%

$189,558-8.1%

$167,518+4.0%

Participation rate

100.0%

82.5%+17.5pp

78.5%+21.5pp

82.1%+17.9pp

Annual return

9.00%

78.43%-69.4pp

64.19%-55.2pp

478.71%-469.7pp

Employer contribution / active EE

$22,284

$5,316+319.2%

$4,412+405.1%

$4,838+360.5%

Participant deferral / active EE

$9,750

$7,002+39.2%

$6,174+57.9%

$6,342+53.7%

Admin fee / account holder

$590

$11,881-95.0%

$9,809-94.0%

$12,312-95.2%

NORTHWOOD ENTERPRISES, LP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWOOD ENTERPRISES, LP 401(K) 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