Retirement plan

CARRUBBA INCORPORATED DEFINED CONTRIBUTION PLAN

Name: CARRUBBA INCORPORATED - CARRUBBA INCORPORATED DEFINED CONTRIBUTION PLAN (2025) Form 5500
Creator: CARRUBBA INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARRUBBA INCORPORATED DEFINED CONTRIBUTION PLAN, CARRUBBA INCORPORATED

CARRUBBA INCORPORATEDEIN 06-1021215Plan #001PY 2025

500 PEPPER STREET - MONROE, CT 06468203-878-0605carrubba.comLinkedIn51-200 employeeschemicals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+46.1% from 2024

Total participants

102

+5.2% from 2024

Average account balance

$41,738

+42.5% from 2024

Annual return

18.52%

+3.15 pp from 2024

Benchmarks

See 1,409 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort1,409 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.38M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

85.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$798K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+18.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2221

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 codes2E2F2G2J2T3D

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.

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

$180K

$1894 / participant

Other / not subdivided$180K100.0%

% of EOY assets

5.322%

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

$41,738

$101,950-59.1%

$125,529-66.8%

$86,983-52.0%

Participation rate

77.9%

70.2%+7.7pp

74.7%+3.2pp

69.5%+8.4pp

Annual return

18.52%

18.29%+0.2pp

202.56%-184.0pp

25.83%-7.3pp

Employer contribution / active EE

$2,767

$2,358+17.3%

$3,058-9.5%

$2,584+7.1%

Participant deferral / active EE

$5,637

$3,862+45.9%

$4,813+17.1%

$4,194+34.4%

Admin fee / account holder

$2,221

$12,791-82.6%

$16,298-86.4%

$7,856-71.7%

CARRUBBA INCORPORATED DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARRUBBA INCORPORATED DEFINED CONTRIBUTION 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