Retirement plan

RTE ST CHARLES INC 401(K) PLAN

Name: RTE ST SHARLES INC - RTE ST CHARLES INC 401(K) PLAN (2022) Form 5500
Creator: RTE ST SHARLES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RTE ST CHARLES INC 401(K) PLAN, RTE ST SHARLES INC

RTE ST SHARLES INCEIN 20-0946005Plan #001PY 2022

2541 TECHNOLOGY DR STE 409 - ELGIN, IL 601247845630-587-0000

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

-7.1% from 2021

Total participants

0.0% from 2021

Average account balance

$237,167

-7.1% from 2021

Annual return

-8.62%

-19.47 pp from 2021

Benchmarks

See 22,362 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,362 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$236K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33718

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

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

$237,167

$100,811+135.3%

$86,698+173.6%

$134,545+76.3%

Participation rate

100.0%

79.0%+21.0pp

76.6%+23.4pp

81.2%+18.8pp

Annual return

-8.62%

29.11%-37.7pp

35.96%-44.6pp

418.37%-427.0pp

Employer contribution / active EE

$3,490-100.0%

$2,837-100.0%

$4,742-100.0%

Participant deferral / active EE

$3,868

$5,339-27.5%

$4,656-16.9%

$6,401-39.6%

Admin fee / account holder

$10,926-100.0%

$7,492-100.0%

$11,431-100.0%

RTE ST CHARLES INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RTE ST CHARLES INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion