Retirement plan

RUDIN MANAGEMENT CO., INC. 401(K) PLAN

Name: RUDIN MANAGEMENT CO., INC. - RUDIN MANAGEMENT CO., INC. 401(K) PLAN (2018) Form 5500
Creator: RUDIN MANAGEMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUDIN MANAGEMENT CO., INC. 401(K) PLAN, RUDIN MANAGEMENT CO., INC.

RUDIN MANAGEMENT CO., INC.EIN 13-1247876Plan #002PY 2018

345 PARK AVENUE - NEW YORK, NY 101540004212-407-2400

Other plans on this EIN

1 filing

#001Retirement-$100.2M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$32M

-6.8% from 2017

Total participants

199

+3.1% from 2017

Average account balance

$195,071

-10.7% from 2017

Annual return

-4.74%

-25.90 pp from 2017

Benchmarks

See 957 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort957 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$45.88M

Not enough data

1 years with asset history on file

Average account balance

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

$231K

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.

199

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.

75.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.08M

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

+23.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,681

Plan features & details

Pension benefit codes2G2J2T3D2F

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$9 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MARKS PANETH LLP
Auditor EIN: 113518842
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$195,071

$48,576+301.6%

$169,452+15.1%

$56,289+246.6%

Participation rate

81.5%

65.8%+15.7pp

77.8%+3.7pp

69.9%+11.6pp

Annual return

-4.74%

-2.51%-2.2pp

1.83%-6.6pp

-9.96%+5.2pp

Employer contribution / active EE

$1,559-100.0%

$4,157-100.0%

$2,111-100.0%

Participant deferral / active EE

$9,734

$3,275+197.2%

$5,277+84.5%

$3,350+190.6%

Admin fee / account holder

$10

$435-97.6%

$9,110-99.9%

$521-98.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,681

RUDIN MANAGEMENT CO., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUDIN MANAGEMENT CO., 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