Retirement plan

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN

Name: BUGGS RUDY DISCOUNT CORP. - BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN (2024) Form 5500
Creator: BUGGS RUDY DISCOUNT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN, BUGGS RUDY DISCOUNT CORP.

BUGGS RUDY DISCOUNT CORP.EIN 13-3286756Plan #003PY 2024

3555 WEST RENO SUITE L - LAS VEGAS, NV 89118702-736-7758

Other plans on this EIN

1 filing

#002Retirement-$9.3M assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$2.9M

+12.6% from 2023

Total participants

0.0% from 2023

Average account balance

$205,435

+4.6% from 2023

Annual return

7.92%

-1.89 pp from 2023

Benchmarks

See 10,226 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,226 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.42M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63001

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 codes2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$57K

$4752 / participant

Other / not subdivided$57K100.0%

% of EOY assets

1.983%

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

$205,435

$169,336+21.3%

$129,384+58.8%

$145,884+40.8%

Participation rate

91.7%

76.5%+15.2pp

69.6%+22.0pp

80.3%+11.4pp

Annual return

7.92%

14408.70%-14400.8pp

9461.77%-9453.9pp

551.85%-543.9pp

Employer contribution / active EE

$5,540-100.0%

$4,153-100.0%

$4,662-100.0%

Participant deferral / active EE

$12,546

$4,985+151.7%

$4,166+201.2%

$6,690+87.5%

Admin fee / account holder

$4,073

$9,912-58.9%

$7,686-47.0%

$13,392-69.6%

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS 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