Retirement plan

401(K) EMPLOYEES SAVINGS PLAN OF EAST WEST PARTNERS, LLC

Name: EAST WEST PARTNERS, LLC - 401(K) EMPLOYEES SAVINGS PLAN OF EAST WEST PARTNERS, LLC (2024) Form 5500
Creator: EAST WEST PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) EMPLOYEES SAVINGS PLAN OF EAST WEST PARTNERS, LLC, EAST WEST PARTNERS, LLC

EAST WEST PARTNERS, LLCEIN 84-1128572Plan #001PY 2024

P.O. DRAWER 2770 - AVON, CO 81620970-748-7591ewpartners.comLinkedIn51-200 employeesreal estate

Prospect flagsHigh feesFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$27.4M

+13.7% from 2023

Total participants

220

+13.4% from 2023

Average account balance

$128,052

+2.0% from 2023

Annual return

12.81%

-4.64 pp from 2023

Benchmarks

See 1,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.40M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

214

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.

95.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$373

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667	Advisory (Plan)	$48,305
FIDELITY INVESTMENTS INSTITUTIONAL7 years Service code 37 · EIN 04-2647786	Loan Processing	$26,123
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$5,444

Plan features & details

Pension benefit codes3H2E3D2R2F2G2J2K2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$80K

$610 / participant

Recordkeeping$26K32.7%
Investment mgmt$54K67.3%

% of EOY assets

0.291%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 331498605
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$128,052

$73,459+74.3%

$178,528-28.3%

$74,429+72.0%

Participation rate

95.4%

66.5%+28.9pp

77.1%+18.3pp

67.2%+28.2pp

Annual return

12.81%

17.50%-4.7pp

27.11%-14.3pp

1368.38%-1355.6pp

Employer contribution / active EE

$2,135

$2,219-3.8%

$3,950-46.0%

$2,625-18.7%

Participant deferral / active EE

$11,459

$4,515+153.8%

$6,278+82.5%

$4,348+163.5%

Admin fee / account holder

$373

$1,812-79.4%

$10,419-96.4%

$1,944-80.8%

Provider

Service type

Compensation

SAGEVIEW ADVISORY GROUP, LLC7 years

Filed as: SAGEVIEW ADVISORY GROUP LLC

Service code 27 · EIN 33-0818667

Advisory (Plan)

$48,305

FIDELITY INVESTMENTS INSTITUTIONAL7 years

Service code 37 · EIN 04-2647786

Loan Processing

$26,123

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$5,444

401(K) EMPLOYEES SAVINGS PLAN OF EAST WEST PARTNERS, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) EMPLOYEES SAVINGS PLAN OF EAST WEST PARTNERS, LLC

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