Retirement plan

ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST

Name: ROHRER CORPORATION - ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: ROHRER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST, ROHRER CORPORATION

ROHRER CORPORATIONEIN 34-1134300Plan #001PY 2024

717 SEVILLE RD - WADSWORTH, OH 442811077330-335-1541rohrer.comLinkedIn1001-5000 employeespackaging and containers

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$75.4M

-7.4% from 2023

Total participants

945

-16.3% from 2023

Average account balance

$81,818

+6.8% from 2023

Annual return

13.35%

-1.49 pp from 2023

Benchmarks

See 1,164 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,164 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$75.35M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

921

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$277

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

1 years with F_SCH_H allocation on file

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290	Contract Administrator	$255,502
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236	Other Services	$72,668
WELLTH ADVISORY SERVICES LLC1 year Filed as: WELLTH ADVISORY SERVICES, LLC Service code 17 · EIN 99-2539506	Pension Consulting	$35,607
GLOBAL RETIREMENT PARTNERS LLC1 year Service code 27 · EIN 47-1411118	Advisory (Plan)	$23,362
CBIZ RETIREMENT PLAN SERVICES4 years Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784	Advisory (Plan)	$7,772

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$256K

$362 / participant

Contract admin$256K100.0%

% of EOY assets

0.339%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,818

$92,055-11.1%

$106,213-23.0%

$77,643+5.4%

Participation rate

96.6%

81.0%+15.6pp

75.3%+21.3pp

70.6%+26.0pp

Annual return

13.35%

17.91%-4.6pp

116.14%-102.8pp

31.24%-17.9pp

Employer contribution / active EE

$482

$3,367-85.7%

$3,171-84.8%

$2,726-82.3%

Participant deferral / active EE

$4,451

$5,386-17.4%

$5,016-11.3%

$4,647-4.2%

Admin fee / account holder

$277

$219+26.6%

$11,033-97.5%

$430-35.5%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY9+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$255,502

LPL FINANCIAL2 years

Filed as: LPL FINANCIAL LLC

Service code 49 · EIN 95-2834236

Other Services

$72,668

WELLTH ADVISORY SERVICES LLC1 year

Filed as: WELLTH ADVISORY SERVICES, LLC

Service code 17 · EIN 99-2539506

Pension Consulting

$35,607

GLOBAL RETIREMENT PARTNERS LLC1 year

Service code 27 · EIN 47-1411118

Advisory (Plan)

$23,362

CBIZ RETIREMENT PLAN SERVICES4 years

Filed as: CBIZ INVESTMENT ADVISORY SERVICES,

Service code 27 · EIN 81-3968784

Advisory (Plan)

$7,772

ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST

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