Retirement plan

2GR EQUITY TRUST

Name: 2GR EQUITY TRUST - 2GR EQUITY TRUST (2024) Form 5500
Creator: 2GR EQUITY TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 2GR EQUITY TRUST, 2GR EQUITY TRUST

2GR EQUITY TRUSTEIN 85-4126172Plan #001PY 2024

342 S MAIN STREET SUITE 200 - GRAPEVINE, TX 76051214-842-67772grequity.comLinkedIn1-10 employeesreal estate

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+19.7% from 2023

Total participants

0.0% from 2023

Average account balance

$445,364

+19.7% from 2023

Annual return

1.80%

-9.33 pp from 2023

Benchmarks

See 415 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$445K

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

$266K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$66K

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

+1.80%

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 codes2J

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$445,364

$112,189+297.0%

$145,877+205.3%

Participation rate

100.0%

68.6%+31.4pp

80.3%+19.7pp

Annual return

1.80%

21.29%-19.5pp

551.28%-549.5pp

Employer contribution / active EE

$45,000

$5,748+682.9%

$4,663+865.1%

Participant deferral / active EE

$21,460

$5,634+280.9%

$6,691+220.8%

Admin fee / account holder

$6,256-100.0%

$13,402-100.0%

2GR EQUITY TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

2GR EQUITY TRUST

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