Retirement plan

JUNTO CAPITAL MANAGEMENT LP 401(K) PLAN

Name: JUNTO CAPITAL MANAGEMENT LP - JUNTO CAPITAL MANAGEMENT LP 401(K) PLAN (2024) Form 5500
Creator: JUNTO CAPITAL MANAGEMENT LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUNTO CAPITAL MANAGEMENT LP 401(K) PLAN, JUNTO CAPITAL MANAGEMENT LP

JUNTO CAPITAL MANAGEMENT LPEIN 80-0920674Plan #001PY 2024

550 MADISON AVE, 33RD FLOOR - NEW YORK, NY 10022212-409-1940LinkedIn11-50 employeesinvestment management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

+42.1% from 2023

Total participants

+1.4% from 2023

Average account balance

$164,318

+35.2% from 2023

Annual return

29.16%

+3.03 pp from 2023

Benchmarks

See 7,155 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,155 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.19M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

101.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+29.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1781

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 codes2E2F2G2J3D

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.
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

$110K

$1810 / participant

Other / not subdivided$110K100.0%

% of EOY assets

1.084%

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

$164,318

$138,386+18.7%

$184,260-10.8%

$80,935+103.0%

Participation rate

83.6%

83.9%-0.3pp

86.8%-3.2pp

67.7%+15.9pp

Annual return

29.16%

20.02%+9.1pp

28.84%+0.3pp

35.66%-6.5pp

Employer contribution / active EE

$4,851-100.0%

$6,427-100.0%

$2,757-100.0%

Participant deferral / active EE

$16,971

$7,076+139.9%

$9,133+85.8%

$4,299+294.7%

Admin fee / account holder

$1,781

$10,489-83.0%

$13,898-87.2%

$6,924-74.3%

JUNTO CAPITAL MANAGEMENT LP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUNTO CAPITAL MANAGEMENT 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