Retirement plan

MCKINLEY PROPERTIES INC 401(K) PROFIT SHARING PLAN & TRUST

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

MCKINLEY PROPERTIES INCEIN 95-4561544Plan #001PY 2025

11812 SAN VICENTE BLVD STE 210 - LOS ANGELES, CA 900496622310-828-0756mckinleyprop.comLinkedIn1-10 employeesinvestment management

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$339K

+25.2% from 2024

Total participants

0.0% from 2024

Average account balance

$112,932

+25.2% from 2024

Annual return

17.64%

+5.34 pp from 2024

Benchmarks

See 3,922 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort3,922 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$339K

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$120

$30 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.035%

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

$112,932

$289,211-61.0%

$260,467-56.6%

$198,609-43.1%

Participation rate

75.0%

83.1%-8.1pp

80.5%-5.5pp

82.4%-7.4pp

Annual return

17.64%

112.90%-95.3pp

100.60%-83.0pp

202.70%-185.1pp

Employer contribution / active EE

$4,663-100.0%

$4,239-100.0%

$5,055-100.0%

Participant deferral / active EE

$5,100

$6,812-25.1%

$6,319-19.3%

$6,977-26.9%

Admin fee / account holder

$40

$16,236-99.8%

$15,461-99.7%

$19,030-99.8%

MCKINLEY PROPERTIES INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCKINLEY PROPERTIES 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