Retirement plan

ROSNACK FINANCIAL GROUP 401(K) PLAN

Name: ROSNACK FINANCIAL GROUP, INC. - ROSNACK FINANCIAL GROUP 401(K) PLAN (2025) Form 5500
Creator: ROSNACK FINANCIAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSNACK FINANCIAL GROUP 401(K) PLAN, ROSNACK FINANCIAL GROUP, INC.

ROSNACK FINANCIAL GROUP, INC.EIN 20-3450428Plan #003PY 2025

2 N. TAMIAMI TRAIL, SUITE 600 - SARASOTA, FL 34236941-954-7696LinkedIn1-10 employeesinvestment banking

Other plans on this EIN

1 filing

#002Retirement-$2.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$243K

+59.2% from 2024

Total participants

0.0% from 2024

Average account balance

$60,792

No prior year

Annual return

24.44%

+19.87 pp from 2024

Benchmarks

See 17,871 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort17,871 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$243K

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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

$53K

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

+24.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2G2R3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$32

$8 / participant

Other / not subdivided$32100.0%

% of EOY assets

0.013%

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

$60,792

$223,823-72.8%

$211,142-71.2%

$154,746-60.7%

Participation rate

100.0%

87.9%+12.1pp

87.3%+12.7pp

80.7%+19.3pp

Annual return

24.44%

50.39%-26.0pp

46.84%-22.4pp

172.34%-147.9pp

Employer contribution / active EE

$5,534

$6,787-18.5%

$6,442-14.1%

$4,379+26.4%

Participant deferral / active EE

$7,750

$9,750-20.5%

$9,284-16.5%

$6,730+15.2%

Admin fee / account holder

$19,707-100.0%

$19,076-100.0%

$14,365-99.9%

ROSNACK FINANCIAL GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSNACK FINANCIAL GROUP 401(K) 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