Retirement plan

RONALD F ROCKOWER JDCPA RETIREMENT TRUST

Name: RONALD F ROCKOWER JDCPA - RONALD F ROCKOWER JDCPA RETIREMENT TRUST (2025) Form 5500
Creator: RONALD F ROCKOWER JDCPA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RONALD F ROCKOWER JDCPA RETIREMENT TRUST, RONALD F ROCKOWER JDCPA

RONALD F ROCKOWER JDCPAEIN 11-3422484Plan #001PY 2025

3000 MARCUS AVE, SUITE 1E5 - LAKE SUCCESS, NY 11042516-437-7100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$478K

+51.4% from 2024

Total participants

0.0% from 2024

Average account balance

$159,485

+51.4% from 2024

Annual return

30.18%

+43.58 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$478K

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+30.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2G3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$159,485

$156,398+2.0%

$147,318+8.3%

$138,895+14.8%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

79.9%+20.1pp

Annual return

30.18%

78.75%-48.6pp

70.43%-40.3pp

145.39%-115.2pp

Employer contribution / active EE

$7,167

$4,853+47.7%

$4,593+56.0%

$4,194+70.9%

Participant deferral / active EE

$15,227

$8,237+84.8%

$7,906+92.6%

$6,396+138.1%

Admin fee / account holder

$14,976-100.0%

$13,708-100.0%

$12,562-100.0%

RONALD F ROCKOWER JDCPA RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RONALD F ROCKOWER JDCPA RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion