Retirement plan

BEAR REAL ESTATE ADVISORS 401(K) PLAN

Name: BEAR REAL ESTATE ADVISORS - BEAR REAL ESTATE ADVISORS 401(K) PLAN (2022) Form 5500
Creator: BEAR REAL ESTATE ADVISORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEAR REAL ESTATE ADVISORS 401(K) PLAN, BEAR REAL ESTATE ADVISORS

BEAR REAL ESTATE ADVISORSEIN 82-3368103Plan #001PY 2022

10080 ALTA DRIVE, SUITE 125 - LAS VEGAS, NV 89145702-710-1031bear-advisors.comLinkedIn1-10 employeesreal estate

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$42K

+8282.0% from 2021

Total participants

+50.0% from 2021

Average account balance

$21,165

+8282.0% from 2021

Annual return

-1124.95%

-1124.95 pp from 2021

Benchmarks

See 18,479 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,479 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$145K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$283

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 codes2E2J2F2G3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$202

$67 / participant

Other / not subdivided$202100.0%

% of EOY assets

0.477%

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

$21,165

$190,879-88.9%

$160,009-86.8%

$134,532-84.3%

Participation rate

66.7%

82.0%-15.3pp

78.0%-11.3pp

81.2%-14.6pp

Annual return

-1124.95%

552.63%-1677.6pp

408.85%-1533.8pp

418.27%-1543.2pp

Employer contribution / active EE

$4,239

$4,995-15.1%

$4,225+0.3%

$4,741-10.6%

Participant deferral / active EE

$11,596

$6,924+67.5%

$6,183+87.5%

$6,401+81.2%

Admin fee / account holder

$101

$10,495-99.0%

$8,715-98.8%

$11,429-99.1%

BEAR REAL ESTATE ADVISORS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEAR REAL ESTATE ADVISORS 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