Retirement plan

KARL I. SWAIDAN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

Name: KARL I. SWAIDAN, A PROFESSIONAL CORPORATION - KARL I. SWAIDAN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: KARL I. SWAIDAN, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KARL I. SWAIDAN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN, KARL I. SWAIDAN, A PROFESSIONAL CORPORATION

KARL I. SWAIDAN, A PROFESSIONAL CORPORATIONEIN 95-4822449Plan #001PY 2025

301 E. COLORADO BLVD., SUITE #900 - PASADENA, CA 911011977626-796-9123

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+14.5% from 2024

Total participants

0.0% from 2024

Average account balance

$3,201,186

+14.5% from 2024

Annual return

11.78%

-3.79 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.20M

Not enough data

1 years with asset history on file

Average account balance

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

$3.2M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$76K

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

+11.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$243

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 codes2E2F2J3D3H

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).
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$243

$243 / participant

Other / not subdivided$243100.0%

% of EOY assets

0.008%

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

$3,201,186

$156,398+1946.8%

$147,318+2073.0%

$138,895+2204.8%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

79.9%+20.1pp

Annual return

11.78%

78.75%-67.0pp

70.43%-58.7pp

145.39%-133.6pp

Employer contribution / active EE

$45,315

$4,853+833.7%

$4,593+886.6%

$4,194+980.4%

Participant deferral / active EE

$31,000

$8,237+276.3%

$7,906+292.1%

$6,396+384.7%

Admin fee / account holder

$243

$14,976-98.4%

$13,708-98.2%

$12,562-98.1%

KARL I. SWAIDAN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KARL I. SWAIDAN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) 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