Retirement plan

REUNING-MCKIM, INC. 401(K) PROFIT SHARING PLAN

Name: REUNING-MCKIM, INC. - REUNING-MCKIM, INC. 401(K) PROFIT SHARING PLAN (2026) Form 5500
Creator: REUNING-MCKIM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REUNING-MCKIM, INC. 401(K) PROFIT SHARING PLAN, REUNING-MCKIM, INC.

REUNING-MCKIM, INC.EIN 25-1239823Plan #001PY 2026

PO BOX 188 - SAXONBURG, PA 16056724-352-3140reuningmckim.comLinkedIn11-50 employeesconsumer goods

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$3.5M

+32.2% from 2025

Total participants

+11.8% from 2025

Average account balance

$181,910

+18.3% from 2025

Annual return

14.75%

+4.63 pp from 2025

Benchmarks

See 308 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort308 peers

Snapshot2026

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.46M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$527K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4487

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$85K

$4736 / participant

Other / not subdivided$85K100.0%

% of EOY assets

2.467%

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

$181,910

$335,627-45.8%

$283,941-35.9%

$428,746-57.6%

Participation rate

100.0%

89.1%+10.9pp

87.7%+12.3pp

88.2%+11.8pp

Annual return

14.75%

0.21%+14.5pp

1.70%+13.0pp

331.92%-317.2pp

Employer contribution / active EE

$20,067

$7,488+168.0%

$6,503+208.6%

$8,363+139.9%

Participant deferral / active EE

$9,208

$5,928+55.3%

$5,606+64.3%

$5,961+54.5%

Admin fee / account holder

$4,487

$33,255-86.5%

$30,380-85.2%

$31,735-85.9%

REUNING-MCKIM, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REUNING-MCKIM, 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