Retirement plan

DH PROPERTY HOLDINGS, LLC SALARY DEFERRAL AND PROFIT SHARING PLAN

Name: DH PROPERTY HOLDINGS, LLC - DH PROPERTY HOLDINGS, LLC SALARY DEFERRAL AND PROFIT SHARING PLAN (2020) Form 5500
Creator: DH PROPERTY HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DH PROPERTY HOLDINGS, LLC SALARY DEFERRAL AND PROFIT SHARING PLAN, DH PROPERTY HOLDINGS, LLC

DH PROPERTY HOLDINGS, LLCEIN 81-3971232Plan #001PY 2020

2 PARK AVENUE, 14TH FLOOR - NEW YORK, NY 10016646-630-8610

Other plans on this EIN

1 filing

#002Retirement-$893K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$226K

No prior year

Total participants

No prior year

Average account balance

$56,455

No prior year

Annual return

38.02%

No prior year

Benchmarks

See 16,003 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,003 peers

Snapshot2020

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)

$64K

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

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1853

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 codes2E2F2G2J2R3B3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$961

$240 / participant

Other / not subdivided$961100.0%

% of EOY assets

0.426%

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

$56,455

$228,352-75.3%

$185,835-69.6%

$158,966-64.5%

Participation rate

75.0%

82.3%-7.3pp

78.0%-3.0pp

82.0%-7.0pp

Annual return

38.02%

40.81%-2.8pp

35.96%+2.1pp

302.95%-264.9pp

Employer contribution / active EE

$670

$4,967-86.5%

$4,087-83.6%

$4,762-85.9%

Participant deferral / active EE

$13,000

$6,416+102.6%

$5,633+130.8%

$5,983+117.3%

Admin fee / account holder

$240

$11,867-98.0%

$9,502-97.5%

$11,250-97.9%

DH PROPERTY HOLDINGS, LLC SALARY DEFERRAL AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DH PROPERTY HOLDINGS, LLC SALARY DEFERRAL AND 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