Retirement plan

REY PROFIT SHARING PLAN AND TRUST

Name: EASTER UNLIMITED , INC. - REY PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: EASTER UNLIMITED , INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REY PROFIT SHARING PLAN AND TRUST, EASTER UNLIMITED , INC.

EASTER UNLIMITED , INC.EIN 13-1983343Plan #001PY 2025

80 VOICE ROAD - CARLE PLACE, NY 11514516-873-9000

Prospect flagsLow returnsHigh feesHigh cashHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$42.7M

+11.4% from 2024

Total participants

131

-0.8% from 2024

Average account balance

$336,278

+7.0% from 2024

Annual return

9.03%

-15.30 pp from 2024

Benchmarks

See 2,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort2,025 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$42.71M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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.

127

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1197

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166	Advisory (Plan)	$115,499
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 · EIN 59-2937883 1 NORTH JEFFERSON AVENUE · ST LOUIS, OH 63103	Advisory (Plan)	$38,471
RBC WEALTH MANAGEMENT6 years Service code 27 · EIN 41-1416330	Advisory (Plan)	$27,197
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443	Accounting	$10,008
THE BANK OF NEW YORK MELLON9 years Filed as: BNY MELLON Service code 28 · EIN 25-0659306	Investment Management	$9,525

Plan features & details

Pension benefit codes2E2H2J2A3D3H2D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

5 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.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$152K

$1462 / participant

Recordkeeping$152K100.0%

% of EOY assets

0.356%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$336,278

$87,870+282.7%

$113,168+197.1%

$74,304+352.6%

Participation rate

96.2%

70.7%+25.4pp

76.6%+19.6pp

60.3%+35.8pp

Annual return

9.03%

26.44%-17.4pp

24.27%-15.2pp

29.43%-20.4pp

Employer contribution / active EE

$13,254

$2,277+482.1%

$2,975+345.5%

$2,241+491.4%

Participant deferral / active EE

$3,568

$4,241-15.9%

$5,107-30.1%

$3,767-5.3%

Admin fee / account holder

$1,197

$3,368-64.5%

$12,068-90.1%

$2,969-59.7%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC10+ years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 27 · EIN 13-2638166

Advisory (Plan)

$115,499

WELLS FARGO BANK, N.A.2 years

Filed as: WELLS FARGO ADVISORS FINANCIAL

Service code 27 · EIN 59-2937883

1 NORTH JEFFERSON AVENUE · ST LOUIS, OH 63103

Advisory (Plan)

$38,471

RBC WEALTH MANAGEMENT6 years

Service code 27 · EIN 41-1416330

Advisory (Plan)

$27,197

BAKER TILLY US, LLP1 year

Filed as: BAKER TILLY US LLP

Service code 10 · EIN 30-1413443

Accounting

$10,008

THE BANK OF NEW YORK MELLON9 years

Filed as: BNY MELLON

Service code 28 · EIN 25-0659306

Investment Management

$9,525

REY PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REY PROFIT SHARING PLAN AND TRUST

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