Retirement plan

HILL, RUGH, KELLER & MAIN, P.L. 401(K) PLAN

Name: HILL, RUGH, KELLER & MAIN, P.L. - HILL, RUGH, KELLER & MAIN, P.L. 401(K) PLAN (2023) Form 5500
Creator: HILL, RUGH, KELLER & MAIN, P.L.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILL, RUGH, KELLER & MAIN, P.L. 401(K) PLAN, HILL, RUGH, KELLER & MAIN, P.L.

HILL, RUGH, KELLER & MAIN, P.L.EIN 27-0250239Plan #001PY 2023

390 N. ORANGE AVENUE, SUITE 1610 - ORLANDO, FL 32802407-926-7460hrkmlaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.2M

+30.8% from 2022

Total participants

-7.1% from 2022

Average account balance

$168,189

+41.3% from 2022

Annual return

23.65%

+46.06 pp from 2022

Benchmarks

See 139,849 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,849 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.95M

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$227K

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

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8247

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 codes2F2G2J3D

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$228 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.119%

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

$168,189

$148,582+13.2%

$135,942+23.7%

$139,456+20.6%

Participation rate

95.5%

83.9%+11.6pp

81.9%+13.5pp

80.3%+15.1pp

Annual return

23.65%

79.26%-55.6pp

68.28%-44.6pp

373.45%-349.8pp

Employer contribution / active EE

$3,240

$5,245-38.2%

$4,858-33.3%

$4,753-31.8%

Participant deferral / active EE

$7,441

$8,101-8.2%

$7,759-4.1%

$6,711+10.9%

Admin fee / account holder

$200

$12,402-98.4%

$10,764-98.1%

$11,407-98.2%

HILL, RUGH, KELLER & MAIN, P.L. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILL, RUGH, KELLER & MAIN, P.L. 401(K) 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