Retirement plan

ROGERS COUNTY HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: ROGERS COUNTY HOSPITALITY, LLC - ROGERS COUNTY HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: ROGERS COUNTY HOSPITALITY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROGERS COUNTY HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN AND TRUST, ROGERS COUNTY HOSPITALITY, LLC

ROGERS COUNTY HOSPITALITY, LLCEIN 20-8882157Plan #001PY 2024

100 E MCNABB FIELD RD - CATOOSA, OK 74015918-251-6060LinkedIn51-200 employeeshospitality

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+32.9% from 2023

Total participants

+9.0% from 2023

Average account balance

$77,721

+32.9% from 2023

Annual return

20.01%

-1.12 pp from 2023

Benchmarks

See 6,863 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,863 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+20.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$142

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 codes2E2J2F2G3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$35 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.183%

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

$77,721

$29,736+161.4%

$56,033+38.7%

$80,935-4.0%

Participation rate

17.6%

41.7%-24.1pp

52.5%-34.8pp

67.7%-50.0pp

Annual return

20.01%

35.28%-15.3pp

1711.38%-1691.4pp

35.66%-15.6pp

Employer contribution / active EE

$461

$671-31.4%

$1,041-55.7%

$2,757-83.3%

Participant deferral / active EE

$1,459

$1,228+18.8%

$1,954-25.3%

$4,299-66.1%

Admin fee / account holder

$142

$2,434-94.2%

$2,827-95.0%

$6,924-98.0%

ROGERS COUNTY HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROGERS COUNTY HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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