Retirement plan

ROMOWNERS DEFERRED COMPENSATION PLAN

Name: ROMOWNERS, INC. - ROMOWNERS DEFERRED COMPENSATION PLAN (2024) Form 5500
Creator: ROMOWNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROMOWNERS DEFERRED COMPENSATION PLAN, ROMOWNERS, INC.

ROMOWNERS, INC.dba ROMBOUT VILLAGEEIN 13-3051062Plan #001PY 2024

129A STERLING STREET - BEACON, NY 12508845-831-1203

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$47K

+71.7% from 2023

Total participants

0.0% from 2023

Average account balance

$9,321

+37.3% from 2023

Annual return

17.18%

-15.16 pp from 2023

Benchmarks

See 20,123 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,123 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$47K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$100

$33 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.215%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$9,321

$211,105-95.6%

$178,449-94.8%

$145,978-93.6%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

17.18%

30.19%-13.0pp

27.09%-9.9pp

550.52%-533.3pp

Employer contribution / active EE

$2,191

$4,569-52.0%

$3,951-44.5%

$4,662-53.0%

Participant deferral / active EE

$2,739

$6,959-60.6%

$6,277-56.4%

$6,690-59.1%

Admin fee / account holder

$20

$12,017-99.8%

$10,362-99.8%

$13,400-99.9%

ROMOWNERS DEFERRED COMPENSATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROMOWNERS DEFERRED COMPENSATION 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