Retirement plan

ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN

Name: ROHTSTEIN CORP. - ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN (2023) 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 2023

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

Other plans on this EIN

4 filings

#001Retirement-$3.9M assets #004Retirement-$3.3M assets #003Retirement-$172K assets #005Retirement-$7K assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$481K

-0.4% from 2022

Total participants

0.0% from 2022

Average account balance

$48,058

+9.5% from 2022

Annual return

14.37%

+26.87 pp from 2022

Benchmarks

See 23,805 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,805 peers

Snapshot2023

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

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

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

$89K

$9887 / participant

Other / not subdivided$89K100.0%

% of EOY assets

18.515%

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

$48,058

$154,209-68.8%

$130,062-63.0%

$139,487-65.5%

Participation rate

88.9%

82.0%+6.9pp

78.5%+10.4pp

80.3%+8.6pp

Annual return

14.37%

32.52%-18.2pp

-137.37%+151.7pp

373.84%-359.5pp

Employer contribution / active EE

$1,950

$5,292-63.2%

$4,322-54.9%

$4,755-59.0%

Participant deferral / active EE

$6,709-100.0%

$5,821-100.0%

$6,713-100.0%

Admin fee / account holder

$8,898

$13,988-36.4%

$10,601-16.1%

$11,407-22.0%

ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN 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