Retirement plan

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Name: CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. - CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN, CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.EIN 77-0434170Plan #001PY 2023

555 TWIN DOLPHIN DRIVE, STE 320 - REDWOOD CITY, CA 94065888-463-0200

Other plans on this EIN

1 filing

#002Retirement-$3.2M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+24.3% from 2022

Total participants

0.0% from 2022

Average account balance

$314,816

+24.3% from 2022

Annual return

16.99%

+26.45 pp from 2022

Benchmarks

See 36,165 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,165 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$369K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+10.29%

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 codes2E2F2G2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$314,816

$185,883+69.4%

$170,043+85.1%

$139,466+125.7%

Participation rate

100.0%

87.8%+12.2pp

87.0%+13.0pp

80.3%+19.7pp

Annual return

16.99%

60.54%-43.5pp

53.40%-36.4pp

373.66%-356.7pp

Employer contribution / active EE

$12,323

$7,596+62.2%

$6,790+81.5%

$4,754+159.2%

Participant deferral / active EE

$15,388

$11,626+32.4%

$10,410+47.8%

$6,712+129.3%

Admin fee / account holder

$15,393-100.0%

$12,824-100.0%

$11,409-100.0%

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING 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