Retirement plan

STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN

Name: STANFORD CARR DEVELOPMENT, LLC - STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: STANFORD CARR DEVELOPMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN, STANFORD CARR DEVELOPMENT, LLC

STANFORD CARR DEVELOPMENT, LLCEIN 99-0334653Plan #001PY 2024

1100 ALAKEA ST., 27TH FLOOR - HONOLULU, HI 96813808-537-5220stanfordcarr.comLinkedIn1-10 employeesreal estate

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+18.8% from 2023

Total participants

-6.3% from 2023

Average account balance

$304,415

+18.8% from 2023

Annual return

14.21%

-2.03 pp from 2023

Benchmarks

See 54,915 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,915 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$339K

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.

46.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

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

+11.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123518

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 codes2E2H2J2F3D3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$220

$15 / participant

Other / not subdivided$220100.0%

% of EOY assets

0.009%

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

$304,415

$111,814+172.3%

$103,378+194.5%

$145,978+108.5%

Participation rate

53.3%

77.9%-24.6pp

74.5%-21.2pp

80.3%-27.0pp

Annual return

14.21%

24.80%-10.6pp

24.91%-10.7pp

550.52%-536.3pp

Employer contribution / active EE

$4,215-100.0%

$3,870-100.0%

$4,662-100.0%

Participant deferral / active EE

$6,314

$5,618+12.4%

$5,058+24.8%

$6,690-5.6%

Admin fee / account holder

$28

$9,764-99.7%

$8,401-99.7%

$13,400-99.8%

STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANFORD CARR DEVELOPMENT, LLC 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