Retirement plan

REFRIGERATION SPECIALISTS CO. 401(K) PROFIT SHARING PLAN

Name: REFRIGERATION SPECIALISTS CO. NE LLC - REFRIGERATION SPECIALISTS CO. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: REFRIGERATION SPECIALISTS CO. NE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REFRIGERATION SPECIALISTS CO. 401(K) PROFIT SHARING PLAN, REFRIGERATION SPECIALISTS CO. NE LLC

REFRIGERATION SPECIALISTS CO. NE LLCEIN 27-4441895Plan #001PY 2024

4383 HECKTOWN ROAD, SUITE G - BETHLEHEM, PA 18020610-759-8306LinkedIn1-10 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$219K

+60.1% from 2023

Total participants

+20.0% from 2023

Average account balance

$36,496

+33.4% from 2023

Annual return

15.38%

-6.62 pp from 2023

Benchmarks

See 23,862 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,862 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$219K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 codes2E2G2J3D

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.
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

$85

$17 / participant

Other / not subdivided$85100.0%

% of EOY assets

0.039%

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

$36,496

$166,242-78.0%

$165,071-77.9%

$145,884-75.0%

Participation rate

100.0%

82.0%+18.0pp

78.6%+21.4pp

80.3%+19.7pp

Annual return

15.38%

100.44%-85.1pp

70.17%-54.8pp

551.85%-536.5pp

Employer contribution / active EE

$3,966

$5,283-24.9%

$4,347-8.8%

$4,662-14.9%

Participant deferral / active EE

$8,260

$6,964+18.6%

$6,035+36.9%

$6,690+23.5%

Admin fee / account holder

$14

$16,658-99.9%

$12,695-99.9%

$13,392-99.9%

REFRIGERATION SPECIALISTS CO. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REFRIGERATION SPECIALISTS CO. 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