Retirement plan

CATRINA RUSSELL REAL ESTATE, INC. 401(K) PLAN

Name: CATRINA RUSSELL REAL ESTATE, INC. - CATRINA RUSSELL REAL ESTATE, INC. 401(K) PLAN (2024) Form 5500
Creator: CATRINA RUSSELL REAL ESTATE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATRINA RUSSELL REAL ESTATE, INC. 401(K) PLAN, CATRINA RUSSELL REAL ESTATE, INC.

CATRINA RUSSELL REAL ESTATE, INC.EIN 87-2227447Plan #001PY 2024

4468 NIAGARA AVENUE - SAN DIEGO, CA 92107619-226-2897

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$218K

+48.7% from 2023

Total participants

0.0% from 2023

Average account balance

$54,395

+48.7% from 2023

Annual return

19.77%

+1.70 pp from 2023

Benchmarks

See 20,092 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,092 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$218K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$461

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$461 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.847%

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

$54,395

$211,239-74.2%

$178,528-69.5%

$145,877-62.7%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

19.77%

30.22%-10.5pp

27.11%-7.3pp

551.28%-531.5pp

Employer contribution / active EE

$2,973

$4,570-34.9%

$3,950-24.7%

$4,663-36.2%

Participant deferral / active EE

$7,625

$6,963+9.5%

$6,278+21.4%

$6,691+14.0%

Admin fee / account holder

$461

$12,095-96.2%

$10,419-95.6%

$13,402-96.6%

CATRINA RUSSELL REAL ESTATE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATRINA RUSSELL REAL ESTATE, INC. 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