Retirement plan

GJM OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: GJM OPCO LLC - GJM OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: GJM OPCO LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GJM OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST, GJM OPCO LLC

GJM OPCO LLCEIN 82-2926689Plan #001PY 2025

787 11TH AVE - NEW YORK, NY 100193584646-558-5537

Other plans on this EIN

1 filing

#002Retirement-$1.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+33.3% from 2024

Total participants

-1.8% from 2024

Average account balance

$33,669

+28.4% from 2024

Annual return

17.49%

+6.52 pp from 2024

Benchmarks

See 947 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort947 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

186.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$319K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2302

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 codes2E2F2J2T3D2G

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

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

$124K

$4287 / participant

Other / not subdivided$124K100.0%

% of EOY assets

6.837%

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

$33,669

$91,086-63.0%

$203,872-83.5%

$86,983-61.3%

Participation rate

100.0%

65.8%+34.2pp

77.8%+22.2pp

69.5%+30.5pp

Annual return

17.49%

22.30%-4.8pp

85.11%-67.6pp

25.83%-8.3pp

Employer contribution / active EE

$4,062

$2,063+96.9%

$3,757+8.1%

$2,584+57.2%

Participant deferral / active EE

$6,935

$4,019+72.6%

$6,388+8.6%

$4,194+65.4%

Admin fee / account holder

$2,302

$8,987-74.4%

$11,730-80.4%

$7,856-70.7%

GJM OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GJM OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST

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