Retirement plan

ROHTSTEIN CORP. OFFICE EMPLOYEES' PROFIT SHARING PLAN

Name: ROHTSTEIN CORP. - ROHTSTEIN CORP. OFFICE EMPLOYEES' PROFIT SHARING PLAN (2023) Form 5500
Creator: ROHTSTEIN CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROHTSTEIN CORP. OFFICE EMPLOYEES' PROFIT SHARING PLAN, ROHTSTEIN CORP.

ROHTSTEIN CORP.EIN 04-2471765Plan #001PY 2023

PO BOX 2129 - WOBURN, MA 01888781-935-8300rohtstein.comLinkedIn1-10 employeesfinancial services

Other plans on this EIN

4 filings

#004Retirement-$3.3M assets #002Retirement-$481K assets #003Retirement-$172K assets #005Retirement-$7K assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$3.9M

+19.6% from 2022

Total participants

+10.5% from 2022

Average account balance

$207,861

+13.3% from 2022

Annual return

22.11%

+47.22 pp from 2022

Benchmarks

See 23,814 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,814 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.03M

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+19.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23715

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 codes2E2F2G2T3F3D

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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$112K

$7994 / participant

Other / not subdivided$112K100.0%

% of EOY assets

2.834%

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

$207,861

$154,193+34.8%

$130,045+59.8%

$139,466+49.0%

Participation rate

85.7%

82.0%+3.8pp

78.5%+7.2pp

80.3%+5.4pp

Annual return

22.11%

32.51%-10.4pp

-137.30%+159.4pp

373.66%-351.6pp

Employer contribution / active EE

$2,037

$5,292-61.5%

$4,321-52.9%

$4,754-57.1%

Participant deferral / active EE

$6,709-100.0%

$5,820-100.0%

$6,712-100.0%

Admin fee / account holder

$5,890

$13,989-57.9%

$10,600-44.4%

$11,409-48.4%

ROHTSTEIN CORP. OFFICE EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROHTSTEIN CORP. OFFICE EMPLOYEES' 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