Retirement plan

ROUND HILL CEMETERY PROFIT SHARING PLAN

Name: ROUND HILL CEMETERY PROFIT SHARING PLAN - ROUND HILL CEMETERY PROFIT SHARING PLAN (2024) Form 5500
Creator: ROUND HILL CEMETERY PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROUND HILL CEMETERY PROFIT SHARING PLAN, ROUND HILL CEMETERY PROFIT SHARING PLAN

ROUND HILL CEMETERY PROFIT SHARING PLANEIN 25-0767205Plan #001PY 2024

2131 ROUND HILL CHURCH ROAD - ELIZABETH, PA 150379108412-384-8060

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$720K

+32.8% from 2023

Total participants

0.0% from 2023

Average account balance

$144,098

+32.8% from 2023

Annual return

31.86%

+14.56 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$720K

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+31.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 codes2E2G

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$200

$50 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.028%

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

$144,098

$88,710+62.4%

$81,783+76.2%

$145,959-1.3%

Participation rate

100.0%

75.0%+25.0pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

31.86%

1027.26%-995.4pp

775.05%-743.2pp

561.95%-530.1pp

Employer contribution / active EE

$1,234

$3,083-60.0%

$2,913-57.6%

$4,661-73.5%

Participant deferral / active EE

$4,645-100.0%

$4,320-100.0%

$6,689-100.0%

Admin fee / account holder

$40

$8,407-99.5%

$7,380-99.5%

$13,398-99.7%

ROUND HILL CEMETERY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROUND HILL CEMETERY PROFIT SHARING 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