Retirement plan

ROB BARLETTA'S HOCKEY SCHOOL, INC. 401(K) PLAN

Name: ROB BARLETTA'S HOCKEY SCHOOL, INC. - ROB BARLETTA'S HOCKEY SCHOOL, INC. 401(K) PLAN (2024) Form 5500
Creator: ROB BARLETTA'S HOCKEY SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROB BARLETTA'S HOCKEY SCHOOL, INC. 401(K) PLAN, ROB BARLETTA'S HOCKEY SCHOOL, INC.

ROB BARLETTA'S HOCKEY SCHOOL, INC.EIN 04-3449014Plan #001PY 2024

PO BOX 227 - WALPOLE, MA 02081617-640-9645rbhockey.comLinkedIn1-10 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$990K

-20.7% from 2023

Total participants

+11.1% from 2023

Average account balance

$123,763

-40.5% from 2023

Annual return

14.74%

-6.03 pp from 2023

Benchmarks

See 10,281 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,281 peers

Snapshot2024

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$990K

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63471

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

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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 codes2E2F2G2J2T3D3H

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.
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.
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.
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

1 tripped

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

$508K

$56418 / participant

Other / not subdivided$508K100.0%

% of EOY assets

51.284%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$123,763

$169,032-26.8%

$129,207-4.2%

$145,922-15.2%

Participation rate

77.8%

76.4%+1.3pp

69.6%+8.2pp

80.3%-2.5pp

Annual return

14.74%

14330.11%-14315.4pp

9417.33%-9402.6pp

561.29%-546.5pp

Employer contribution / active EE

$967

$5,537-82.5%

$4,153-76.7%

$4,660-79.3%

Participant deferral / active EE

$5,644

$4,987+13.2%

$4,168+35.4%

$6,688-15.6%

Admin fee / account holder

$63,471

$9,954+537.6%

$7,715+722.7%

$13,397+373.8%

ROB BARLETTA'S HOCKEY SCHOOL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROB BARLETTA'S HOCKEY SCHOOL, INC. 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