Retirement plan

THE RUSHING COMPANY 401(K) PLAN

Name: THE RUSHING COMPANY - THE RUSHING COMPANY 401(K) PLAN (2024) Form 5500
Creator: THE RUSHING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE RUSHING COMPANY 401(K) PLAN, THE RUSHING COMPANY

THE RUSHING COMPANYEIN 20-4417642Plan #001PY 2024

1725 WESTLAKE AVE N, SUITE 300 - SEATTLE, WA 98109206-285-7100

Prospect flagsRecently cancelled planLow returnsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2023

Total participants

-100.0% from 2023

Average account balance

-100.0% from 2023

Annual return

-86.48%

-107.40 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$275K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-86.48%

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MML INSURANCE AGENCY Service code 55	Other Commissions	$30,906
STEPHEN M KOCH & CO., INC.2 years Filed as: STEPHEN M KOCH & CO., INC Service code 13	Contract Administrator	$4,338
ENVESTNET RETIREMENT SOLUTIONS, LLC2 years Service code 27 1801 CALIFORNIA ST, 23RD FLOOR · DENVER, CO 80202	Advisory (Plan)	$4,336
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,517
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MML INSURANCE AGENCY LLC Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111	Other Commissions	$0
STEPHEN M KOCH & CO., INC.4 years Filed as: STEPHEN M KOCH & CO INC Service code 13 · EIN 48-1302484	Contract Administrator	$0

Plan features & details

Pension benefit codes2A2E2F2G2J3B3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$144

Contract admin$144100.0%

% of EOY assets

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SWEENEY CONRAD, P.S.
Auditor EIN: 911301672
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,934-100.0%

$147,005-100.0%

$145,959-100.0%

Participation rate

0.0%

84.0%-84.0pp

82.2%-82.2pp

80.3%-80.3pp

Annual return

-86.48%

98.24%-184.7pp

418.76%-505.2pp

561.95%-648.4pp

Employer contribution / active EE

$5,287-100.0%

$4,934-100.0%

$4,661-100.0%

Participant deferral / active EE

$8,427-100.0%

$8,070-100.0%

$6,689-100.0%

Admin fee / account holder

$15,053-100.0%

$13,006-100.0%

$13,398-100.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MML INSURANCE AGENCY

Service code 55

Other Commissions

$30,906

STEPHEN M KOCH & CO., INC.2 years

Filed as: STEPHEN M KOCH & CO., INC

Service code 13

Contract Administrator

$4,338

ENVESTNET RETIREMENT SOLUTIONS, LLC2 years

Service code 27

1801 CALIFORNIA ST, 23RD FLOOR · DENVER, CO 80202

Advisory (Plan)

$4,336

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE CO

Service code 64

8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,517

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MML INSURANCE AGENCY LLC

Service code 55

1295 STATE STREET · SPRINGFIELD, MA 01111

Other Commissions

STEPHEN M KOCH & CO., INC.4 years

Filed as: STEPHEN M KOCH & CO INC

Service code 13 · EIN 48-1302484

Contract Administrator

THE RUSHING COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE RUSHING COMPANY 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