Retirement plan

GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST

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

GARRISON FINANCIAL PLANNING INEIN 87-4053909Plan #001PY 2025

1550 FALMOUTH RD STE 3 - CENTERVILLE, MA 026322938508-367-1960garrisonfinancialinc.comLinkedIn1-10 employeesfinancial services

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$36K

+97.9% from 2024

Total participants

0.0% from 2024

Average account balance

$17,819

+97.9% from 2024

Annual return

24.28%

-9.59 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$36K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+24.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$319

$160 / participant

Other / not subdivided$319100.0%

% of EOY assets

0.895%

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

$17,819

$196,972-91.0%

$182,262-90.2%

$198,609-91.0%

Participation rate

100.0%

85.7%+14.3pp

84.2%+15.8pp

82.4%+17.6pp

Annual return

24.28%

158.27%-134.0pp

140.60%-116.3pp

202.70%-178.4pp

Employer contribution / active EE

$3,171

$5,364-40.9%

$5,046-37.2%

$5,055-37.3%

Participant deferral / active EE

$3,456

$8,643-60.0%

$8,276-58.2%

$6,977-50.5%

Admin fee / account holder

$160

$18,429-99.1%

$16,712-99.0%

$19,030-99.2%

GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARRISON FINANCIAL PLANNING IN 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