Retirement plan

GEISZLER ARCHITECTS 401(K) PROFIT SHARING PLAN & TRUST

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

GEISZLER ARCHITECTSEIN 94-3407837Plan #001PY 2025

2155 POWELL ST - SAN FRANCISCO, CA 941331948831-801-8851geiszlerarchitects.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$180K

+54.4% from 2024

Total participants

0.0% from 2024

Average account balance

$44,909

+54.4% from 2024

Annual return

16.39%

-0.63 pp from 2024

Benchmarks

See 48,821 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort48,821 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$180K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$146 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.651%

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

$44,909

$155,555-71.1%

$146,866-69.4%

$155,188-71.1%

Participation rate

50.0%

84.0%-34.0pp

82.5%-32.5pp

80.8%-30.8pp

Annual return

16.39%

115.41%-99.0pp

102.85%-86.5pp

148.84%-132.5pp

Employer contribution / active EE

$4,647-100.0%

$4,425-100.0%

$4,248-100.0%

Participant deferral / active EE

$5,524

$8,044-31.3%

$7,759-28.8%

$6,531-15.4%

Admin fee / account holder

$292

$14,755-98.0%

$13,620-97.9%

$14,480-98.0%

GEISZLER ARCHITECTS 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEISZLER ARCHITECTS 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