Retirement plan

EMILY COLEMAN SEKI 401(K) PROFIT SHARING PLAN & TRUST

Name: EMILY COLEMAN SEKI - EMILY COLEMAN SEKI 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: EMILY COLEMAN SEKI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMILY COLEMAN SEKI 401(K) PROFIT SHARING PLAN & TRUST, EMILY COLEMAN SEKI

EMILY COLEMAN SEKIEIN 86-3605837Plan #001PY 2025

1075 CREEKSIDE RIDGE DR STE 260 - ROSEVILLE, CA 956783504916-517-8246

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$85K

+179.8% from 2024

Total participants

+16.7% from 2024

Average account balance

$17,067

+11.9% from 2024

Annual return

15.16%

+10.86 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$85K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$175

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$875

$146 / participant

Other / not subdivided$875100.0%

% of EOY assets

1.025%

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

$17,067

$102,595-83.4%

$94,057-81.9%

$154,746-89.0%

Participation rate

66.7%

76.0%-9.3pp

73.3%-6.7pp

80.7%-14.0pp

Annual return

15.16%

583.42%-568.3pp

480.62%-465.5pp

172.34%-157.2pp

Employer contribution / active EE

$8,370

$3,147+165.9%

$2,933+185.3%

$4,379+91.1%

Participant deferral / active EE

$5,118-100.0%

$4,709-100.0%

$6,730-100.0%

Admin fee / account holder

$175

$7,736-97.7%

$7,244-97.6%

$14,365-98.8%

EMILY COLEMAN SEKI 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMILY COLEMAN SEKI 401(K) PROFIT SHARING PLAN & TRUST

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