Retirement plan

RUTHERFORD PRODUCTS, INC. 401K SAVINGS PLAN

Name: RUTHERFORD PRODUCTS, INC. - RUTHERFORD PRODUCTS, INC. 401K SAVINGS PLAN (2018) Form 5500
Creator: RUTHERFORD PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUTHERFORD PRODUCTS, INC. 401K SAVINGS PLAN, RUTHERFORD PRODUCTS, INC.

RUTHERFORD PRODUCTS, INC.EIN 16-1547894Plan #001PY 2018

181 FRISBEE HILL RD - HILTON, NY 14468585-392-7707LinkedIn1-10 employeestextiles

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+2.7% from 2017

Total participants

0.0% from 2017

Average account balance

$180,308

+2.7% from 2017

Annual return

-4.66%

-21.29 pp from 2017

Benchmarks

See 3,311 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,311 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.13M

Not enough data

1 years with asset history on file

Average account balance

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

$354K

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

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9167

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$371

$62 / participant

Other / not subdivided$371100.0%

% of EOY assets

0.034%

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

$180,308

$91,911+96.2%

$68,612+162.8%

$135,380+33.2%

Participation rate

83.3%

76.7%+6.6pp

72.2%+11.1pp

82.6%+0.7pp

Annual return

-4.66%

-8.22%+3.6pp

-4.63%0pp

519.81%-524.5pp

Employer contribution / active EE

$2,780

$3,924-29.2%

$2,625+5.9%

$4,779-41.8%

Participant deferral / active EE

$10,125

$4,315+134.6%

$3,311+205.8%

$5,609+80.5%

Admin fee / account holder

$62

$9,240-99.3%

$5,131-98.8%

$10,828-99.4%

RUTHERFORD PRODUCTS, INC. 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUTHERFORD PRODUCTS, INC. 401K 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