Retirement plan

SELBY HOUSE, LTD. 401(K) PROFIT SHARING PLAN

Name: SELBY HOUSE LTD. - SELBY HOUSE, LTD. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SELBY HOUSE LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SELBY HOUSE, LTD. 401(K) PROFIT SHARING PLAN, SELBY HOUSE LTD.

SELBY HOUSE LTD.EIN 94-2581556Plan #001PY 2025

1616 EL CAMINO REAL - MENLO PARK, CA 94025650-561-4444selbyhouseltd.comLinkedIn1-10 employeesdesign

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.6M

+12.1% from 2024

Total participants

-20.0% from 2024

Average account balance

$653,684

+40.1% from 2024

Annual return

10.48%

+0.27 pp from 2024

Benchmarks

See 14,553 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort14,553 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.61M

Not enough data

1 years with asset history on file

Average account balance

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

$654K

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.

133.3%

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

$17K

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

+10.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7165

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 codes2E2J2F2G2R3D2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$29K

$9553 / participant

Other / not subdivided$29K100.0%

% of EOY assets

1.096%

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

$653,684

$115,225+467.3%

$100,712+549.1%

$138,895+370.6%

Participation rate

100.0%

74.3%+25.7pp

69.3%+30.7pp

79.9%+20.1pp

Annual return

10.48%

40.35%-29.9pp

33.27%-22.8pp

145.39%-134.9pp

Employer contribution / active EE

$8,310

$2,771+199.9%

$2,313+259.3%

$4,194+98.1%

Participant deferral / active EE

$8,408

$4,699+78.9%

$4,085+105.8%

$6,396+31.5%

Admin fee / account holder

$7,165

$10,844-33.9%

$9,256-22.6%

$12,562-43.0%

SELBY HOUSE, LTD. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SELBY HOUSE, LTD. 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