Retirement plan

REGENT BABY PRODUCTS, CORP. UNION PLAN

Name: REGENT BABY PRODUCTS, CORP. - REGENT BABY PRODUCTS, CORP. UNION PLAN (2022) Form 5500
Creator: REGENT BABY PRODUCTS, CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGENT BABY PRODUCTS, CORP. UNION PLAN, REGENT BABY PRODUCTS, CORP.

REGENT BABY PRODUCTS, CORP.EIN 11-1887944Plan #002PY 2022

182-20 LIBERTY AVENUE - JAMAICA, NY 11412718-465-6857babyking.comLinkedIn1-10 employeesfinancial services

Other plans on this EIN

1 filing

#001Retirement-$5.2M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$207K

+2.5% from 2021

Total participants

+5.3% from 2021

Average account balance

$10,367

-2.6% from 2021

Annual return

-19.69%

-32.96 pp from 2021

Benchmarks

See 21,402 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,402 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$416K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

169.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$540

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$278 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.878%

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

$10,367

$95,917-89.2%

$79,583-87.0%

$134,545-92.3%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

-19.69%

-2.70%-17.0pp

0.16%-19.8pp

418.37%-438.1pp

Employer contribution / active EE

$2,986

$3,129-4.6%

$2,414+23.7%

$4,742-37.0%

Participant deferral / active EE

$455

$4,694-90.3%

$3,986-88.6%

$6,401-92.9%

Admin fee / account holder

$195

$9,132-97.9%

$6,835-97.2%

$11,431-98.3%

REGENT BABY PRODUCTS, CORP. UNION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REGENT BABY PRODUCTS, CORP. UNION 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