Retirement plan

KADISON ASSET MANAGEMENT CORPORATION 401(K) PLAN

Name: KADISON ASSET MANAGEMENT CORPORATION - KADISON ASSET MANAGEMENT CORPORATION 401(K) PLAN (2023) Form 5500
Creator: KADISON ASSET MANAGEMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KADISON ASSET MANAGEMENT CORPORATION 401(K) PLAN, KADISON ASSET MANAGEMENT CORPORATION

KADISON ASSET MANAGEMENT CORPORATIONEIN 85-1264809Plan #001PY 2023

10500 AVERY CLUB DR., UNIT 23 - AUSTIN, TX 78717512-230-4036

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

+388.0% from 2022

Total participants

0.0% from 2022

Average account balance

$358,479

+388.0% from 2022

Annual return

352.27%

+350.04 pp from 2022

Benchmarks

See 36,154 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,154 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$423K

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

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$358,479

$185,905+92.8%

$170,057+110.8%

$139,487+157.0%

Participation rate

100.0%

87.8%+12.2pp

87.0%+13.0pp

80.3%+19.7pp

Annual return

352.27%

60.56%+291.7pp

53.42%+298.9pp

373.84%-21.6pp

Employer contribution / active EE

$7,597-100.0%

$6,790-100.0%

$4,755-100.0%

Participant deferral / active EE

$26,250

$11,627+125.8%

$10,411+152.1%

$6,713+291.1%

Admin fee / account holder

$15,397-100.0%

$12,826-100.0%

$11,407-100.0%

KADISON ASSET MANAGEMENT CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KADISON ASSET MANAGEMENT CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion