Retirement plan

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF 123-24 ROCKAWAY BOULEVARD CORPORATION D/B/A NEW ERA LUMBER INDUSTRIES

Name: 123-24 ROCKAWAY BOULEVARD CORP - SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF 123-24 ROCKAWAY BOULEVARD CORPORATION D/B/A NEW ERA LUMBER INDUSTRIES (2025) Form 5500
Creator: 123-24 ROCKAWAY BOULEVARD CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF 123-24 ROCKAWAY BOULEVARD CORPORATION D/B/A NEW ERA LUMBER INDUSTRIES, 123-24 ROCKAWAY BOULEVARD CORP

123-24 ROCKAWAY BOULEVARD CORPEIN 11-2616961Plan #001PY 2025

123-24 ROCKAWAY BLVD, PO BOX 200097 - SOUTH OZONE PARK, NY 114200097718-835-8400

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+13.2% from 2024

Total participants

0.0% from 2024

Average account balance

$155,627

+13.2% from 2024

Annual return

10.40%

-6.99 pp from 2024

Benchmarks

See 37,822 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,822 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6351

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 codes2F2G3D

Plan features

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$83K

$6880 / participant

Other / not subdivided$83K100.0%

% of EOY assets

4.081%

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

$155,627

$114,119+36.4%

$107,187+45.2%

$138,895+12.0%

Participation rate

91.7%

78.1%+13.6pp

75.0%+16.6pp

79.9%+11.7pp

Annual return

10.40%

273.21%-262.8pp

204.55%-194.2pp

145.39%-135.0pp

Employer contribution / active EE

$2,968

$4,059-26.9%

$3,782-21.5%

$4,194-29.2%

Participant deferral / active EE

$8,058

$5,538+45.5%

$5,096+58.1%

$6,396+26.0%

Admin fee / account holder

$6,351

$10,024-36.6%

$9,162-30.7%

$12,562-49.4%

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF 123-24 ROCKAWAY BOULEVARD CORPORATION D/B/A NEW ERA LUMBER INDUSTRIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF 123-24 ROCKAWAY BOULEVARD CORPORATION D/B/A NEW ERA LUMBER INDUSTRIES

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