Retirement plan

ROYAL HYDRAULIC SERVICE & MFG. INC. 401(K) PROFIT SHARING PLAN

Name: ROYAL HYDRAULIC SERVICE & MFG. INC. - ROYAL HYDRAULIC SERVICE & MFG. INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ROYAL HYDRAULIC SERVICE & MFG. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROYAL HYDRAULIC SERVICE & MFG. INC. 401(K) PROFIT SHARING PLAN, ROYAL HYDRAULIC SERVICE & MFG. INC.

ROYAL HYDRAULIC SERVICE & MFG. INC.EIN 25-1193822Plan #001PY 2025

2 WASHINGTON STREET - COKEBURG, PA 15324724-945-6800royalhydraulicservice.comLinkedIn11-50 employeesmachinery

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+16.9% from 2024

Total participants

+5.3% from 2024

Average account balance

$92,365

+5.2% from 2024

Annual return

9.19%

+1.06 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$364K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+9.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12224

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 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$244K

$12867 / participant

Other / not subdivided$244K100.0%

% of EOY assets

13.234%

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

$92,365

$72,071+28.2%

$68,368+35.1%

$137,256-32.7%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.0%+20.0pp

Annual return

9.19%

353.14%-344.0pp

292.57%-283.4pp

220.34%-211.2pp

Employer contribution / active EE

$15,518

$2,788+456.6%

$2,649+485.8%

$4,156+273.4%

Participant deferral / active EE

$3,659

$4,410-17.0%

$4,123-11.3%

$6,407-42.9%

Admin fee / account holder

$12,224

$5,336+129.1%

$5,150+137.4%

$12,270-0.4%

ROYAL HYDRAULIC SERVICE & MFG. INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROYAL HYDRAULIC SERVICE & MFG. INC. 401(K) 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