Retirement plan

CHOPRA INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN

Name: CHOPRA INSURANCE BROKERAGE, INC. - CHOPRA INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CHOPRA INSURANCE BROKERAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHOPRA INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN, CHOPRA INSURANCE BROKERAGE, INC.

CHOPRA INSURANCE BROKERAGE, INC.EIN 91-2150585Plan #001PY 2024

21300 VICTORY BOULEVARD, SUITE 850 - WOODLAND HILLS, CA 91367818-923-6090LinkedIn1-10 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$914K

+23.6% from 2023

Total participants

0.0% from 2023

Average account balance

$152,291

+23.6% from 2023

Annual return

17.03%

-1.23 pp from 2023

Benchmarks

See 37,087 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,087 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$914K

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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 codes2J2G

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$150

$50 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.016%

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

$152,291

$201,372-24.4%

$184,260-17.3%

$145,884+4.4%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

17.03%

29.04%-12.0pp

28.84%-11.8pp

551.85%-534.8pp

Employer contribution / active EE

$9,000

$7,024+28.1%

$6,427+40.0%

$4,662+93.0%

Participant deferral / active EE

$7,300

$9,808-25.6%

$9,133-20.1%

$6,690+9.1%

Admin fee / account holder

$25

$16,362-99.8%

$13,898-99.8%

$13,392-99.8%

CHOPRA INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHOPRA INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING 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