Retirement plan

RAJANT CORPORATION 401(K) PLAN TRUST

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

RAJANT CORPORATIONEIN 23-3101651Plan #001PY 2024

200 CHESTERFIELD PARKWAY - MALVERN, PA 19355484-595-0233rajant.comLinkedIn201-500 employeeswireless

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$10.7M

+18.1% from 2023

Total participants

175

-16.7% from 2023

Average account balance

$90,114

+25.0% from 2023

Annual return

14.78%

-6.19 pp from 2023

Benchmarks

See 1,009 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort1,009 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.72M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

119

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.

65.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 15 · EIN 23-3038464 1801 MARKET. STE 1000 · PHILADELPHIA, PA 19103	Recordkeeping	$8,239

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$8K

$51 / participant

Contract admin$8K100.0%

% of EOY assets

0.077%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BARSZ GOWIE AMON & FULTZ
Auditor EIN: 821813978
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,114

$79,169+13.8%

$100,415-10.3%

$74,478+21.0%

Participation rate

65.0%

79.4%-14.4pp

81.5%-16.5pp

67.2%-2.2pp

Annual return

14.78%

20.51%-5.7pp

49.47%-34.7pp

1370.56%-1355.8pp

Employer contribution / active EE

$3,017-100.0%

$3,943-100.0%

$2,626-100.0%

Participant deferral / active EE

$8,770

$7,751+13.1%

$8,091+8.4%

$4,350+101.6%

Admin fee / account holder

$69

$1,337-94.8%

$7,906-99.1%

$1,946-96.4%

Provider

Service type

Compensation

PCS RETIREMENT, LLC1 year

Filed as: PCS RETIREMENT LLC

Service code 15 · EIN 23-3038464

1801 MARKET. STE 1000 · PHILADELPHIA, PA 19103

Recordkeeping

$8,239

RAJANT CORPORATION 401(K) PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAJANT CORPORATION 401(K) PLAN 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