Retirement plan

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

Name: RUDIN MANAGEMENT CO., INC. - RUDIN MANAGEMENT CO., INC. 401(K) PLAN (2022) 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 2022

345 PARK AVENUE, 32ND FLOOR - NEW YORK, NY 101540004212-407-2400

Other plans on this EIN

1 filing

#001Retirement-$111.7M assets

Prospect flagsLow returnsLow employer contribution

How to read this page

Total assets (EOY)

$38.7M

-32.6% from 2021

Total participants

230

+7.0% from 2021

Average account balance

$210,263

-33.0% from 2021

Annual return

-21.26%

-40.06 pp from 2021

Benchmarks

See 1,009 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,009 peers

Snapshot2022

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 2 by compensation

Provider	Service type	Compensation
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110	Consulting	$24,000
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Service code 37 · EIN 04-2647786	Loan Processing	-$55,840

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$25K

$145 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.065%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAYER HOFFMAN MCCANN CPAS
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$210,263

$59,140+255.5%

$160,037+31.4%

$66,949+214.1%

Participation rate

73.6%

68.1%+5.4pp

78.0%-4.4pp

69.8%+3.7pp

Annual return

-21.26%

-12.25%-9.0pp

408.95%-430.2pp

1.57%-22.8pp

Employer contribution / active EE

$1,982-100.0%

$4,226-100.0%

$2,545-100.0%

Participant deferral / active EE

$10,460

$4,399+137.8%

$6,184+69.1%

$4,239+146.7%

Admin fee / account holder

$137

$591-76.9%

$8,716-98.4%

$594-77.0%

Provider

Service type

Compensation

THE SEGAL COMPANY1 year

Filed as: SEGAL MARCO ADVISORS

Service code 16 · EIN 13-2646110

Consulting

$24,000

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$55,840

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