Retirement plan

AQUARIUS EQUIPMENT FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST

Name: AQUARIUS EQUIPMENT FINANCE INC - AQUARIUS EQUIPMENT FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: AQUARIUS EQUIPMENT FINANCE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AQUARIUS EQUIPMENT FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST, AQUARIUS EQUIPMENT FINANCE INC

AQUARIUS EQUIPMENT FINANCE INCEIN 94-3233855Plan #001PY 2025

505 MONTGOMERY ST FL 11 - SAN FRANCISCO, CA 941112585415-874-3131aefinc.comLinkedIn11-50 employeesfinancial services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.3M

+17.3% from 2024

Total participants

0.0% from 2024

Average account balance

$362,955

+22.4% from 2024

Annual return

14.09%

-0.73 pp from 2024

Benchmarks

See 9,302 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.35M

Not enough data

1 years with asset history on file

Average account balance

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

$363K

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.

153.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$282K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3751

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 codes2E2F2G3H2J2T3D

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$86K

$5751 / participant

Other / not subdivided$86K100.0%

% of EOY assets

1.033%

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

$362,955

$208,088+74.4%

$186,193+94.9%

$154,746+134.5%

Participation rate

93.3%

80.0%+13.3pp

77.1%+16.2pp

80.7%+12.6pp

Annual return

14.09%

89.97%-75.9pp

78.03%-63.9pp

172.34%-158.3pp

Employer contribution / active EE

$4,582

$4,340+5.6%

$3,918+16.9%

$4,379+4.6%

Participant deferral / active EE

$14,204

$7,078+100.7%

$6,513+118.1%

$6,730+111.0%

Admin fee / account holder

$3,751

$11,698-67.9%

$11,058-66.1%

$14,365-73.9%

AQUARIUS EQUIPMENT FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AQUARIUS EQUIPMENT FINANCE INC 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