Retirement plan

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

Name: RUDIN MANAGEMENT CO., INC. - RUDIN MANAGEMENT CO., INC. 401(K) PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$121.8M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$40.2M

+25.5% from 2018

Total participants

209

+5.0% from 2018

Average account balance

$228,169

+17.0% from 2018

Annual return

25.59%

+30.33 pp from 2018

Benchmarks

See 991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort991 peers

Snapshot2019

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 INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,613

Plan features & details

Pension benefit codes2F2G2J2T3D

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

$8 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.004%

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

$228,169

$56,918+300.9%

$182,558+25.0%

$65,186+250.0%

Participation rate

83.1%

66.5%+16.6pp

78.0%+5.1pp

70.2%+12.9pp

Annual return

25.59%

27.67%-2.1pp

148.59%-123.0pp

29.39%-3.8pp

Employer contribution / active EE

$1,615-100.0%

$4,076-100.0%

$2,177-100.0%

Participant deferral / active EE

$9,767

$3,526+177.0%

$5,526+76.8%

$3,514+178.0%

Admin fee / account holder

$531-98.3%

$8,594-99.9%

$847-98.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,613

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