Retirement plan

MULTI-INVESTMENT SERVICES, INC

Name: MULTI-INVESTMENT SERVICES, INC - MULTI-INVESTMENT SERVICES, INC (2025) Form 5500
Creator: MULTI-INVESTMENT SERVICES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MULTI-INVESTMENT SERVICES, INC, MULTI-INVESTMENT SERVICES, INC

MULTI-INVESTMENT SERVICES, INCEIN 94-2533572Plan #001PY 2025

2200 B DOUGLAS BLVD, SUITE 125 - ROSEVILLE, CA 95661916-781-0101LinkedIn1-10 employeesreal estate

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+19.9% from 2024

Total participants

0.0% from 2024

Average account balance

$479,110

+19.9% from 2024

Annual return

14.25%

+5.40 pp from 2024

Benchmarks

See 13,762 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,762 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$479K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+14.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$53

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$159

$80 / participant

Other / not subdivided$159100.0%

% of EOY assets

0.011%

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

$479,110

$182,442+162.6%

$163,379+193.3%

$138,895+244.9%

Participation rate

100.0%

79.8%+20.2pp

76.8%+23.2pp

79.9%+20.1pp

Annual return

14.25%

72.74%-58.5pp

63.41%-49.2pp

145.39%-131.1pp

Employer contribution / active EE

$18,405

$4,159+342.5%

$3,752+390.5%

$4,194+338.8%

Participant deferral / active EE

$15,665

$6,817+129.8%

$6,282+149.4%

$6,396+144.9%

Admin fee / account holder

$53

$10,396-99.5%

$9,818-99.5%

$12,562-99.6%

MULTI-INVESTMENT SERVICES, INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MULTI-INVESTMENT SERVICES, INC

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