Retirement plan

ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN

Name: ROHTSTEIN CORP. - ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN (2020) Form 5500
Creator: ROHTSTEIN CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN, ROHTSTEIN CORP.

ROHTSTEIN CORP.EIN 04-2471765Plan #002PY 2020

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

Other plans on this EIN

4 filings

#001Retirement-$3.4M assets #004Retirement-$2.5M assets #003Retirement-$142K assets #005Retirement-$5K assets

Prospect flagsLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$621K

+7.6% from 2019

Total participants

0.0% from 2019

Average account balance

$47,777

-17.2% from 2019

Annual return

7.64%

+4.95 pp from 2019

Benchmarks

See 22,203 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,203 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$407K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

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

+8.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16284

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2T3D3F

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.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,777

$162,781-70.6%

$133,956-64.3%

$158,922-69.9%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

7.64%

41.94%-34.3pp

45.09%-37.4pp

302.83%-295.2pp

Employer contribution / active EE

$4,975-100.0%

$3,919-100.0%

$4,761-100.0%

Participant deferral / active EE

$5,911-100.0%

$5,048-100.0%

$5,982-100.0%

Admin fee / account holder

$11,736-100.0%

$8,927-100.0%

$11,246-100.0%

ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion