Retirement plan

P & G RARE VIOLINS, INC. DBA BEIN & FUSHI 401(K) PLAN

Name: P & G RARE VIOLINS, INC. DBA BEIN & FUSHI - P & G RARE VIOLINS, INC. DBA BEIN & FUSHI 401(K) PLAN (2025) Form 5500
Creator: P & G RARE VIOLINS, INC. DBA BEIN & FUSHI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, P & G RARE VIOLINS, INC. DBA BEIN & FUSHI 401(K) PLAN, P & G RARE VIOLINS, INC. DBA BEIN & FUSHI

P & G RARE VIOLINS, INC. DBA BEIN & FUSHIEIN 86-2803190Plan #001PY 2025

410 S MICHIGAN AVE., SUITE 1014 - CHICAGO, IL 60605312-925-5653

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

+22.2% from 2024

Total participants

0.0% from 2024

Average account balance

$421,501

+6.9% from 2024

Annual return

20.49%

+0.57 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.37M

Not enough data

1 years with asset history on file

Average account balance

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

$422K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

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

+20.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$925

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 codes2E2F2G2J2T3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$7K

$822 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.219%

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

$421,501

$178,174+136.6%

$156,181+169.9%

$137,256+207.1%

Participation rate

77.8%

82.0%-4.3pp

78.8%-1.1pp

80.0%-2.2pp

Annual return

20.49%

84.19%-63.7pp

64.87%-44.4pp

220.34%-199.9pp

Employer contribution / active EE

$4,972-100.0%

$4,294-100.0%

$4,156-100.0%

Participant deferral / active EE

$5,238

$6,888-24.0%

$6,132-14.6%

$6,407-18.2%

Admin fee / account holder

$925

$17,404-94.7%

$14,586-93.7%

$12,270-92.5%

P & G RARE VIOLINS, INC. DBA BEIN & FUSHI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

P & G RARE VIOLINS, INC. DBA BEIN & FUSHI 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