Retirement plan

RAKA CORPORATION PROFIT SHARING PLAN

Name: RAKA CORPORATION - RAKA CORPORATION PROFIT SHARING PLAN (2025) Form 5500
Creator: RAKA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAKA CORPORATION PROFIT SHARING PLAN, RAKA CORPORATION

RAKA CORPORATIONEIN 34-1224814Plan #001PY 2025

203 MATZINGER ROAD - TOLEDO, OH 436122624419-476-6572

Other plans on this EIN

1 filing

#002Retirement-$5.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.1M

+9.2% from 2024

Total participants

-13.0% from 2024

Average account balance

$68,272

+25.6% from 2024

Annual return

11.78%

-2.36 pp from 2024

Benchmarks

See 3,626 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort3,626 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.10M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$327K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7101

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 codes2E2F2G2J3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$426K

$7890 / participant

Other / not subdivided$426K100.0%

% of EOY assets

10.401%

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

$68,272

$100,194-31.9%

$122,979-44.5%

$86,983-21.5%

Participation rate

100.0%

73.0%+27.0pp

77.2%+22.8pp

69.5%+30.5pp

Annual return

11.78%

16.47%-4.7pp

20.12%-8.3pp

25.83%-14.0pp

Employer contribution / active EE

$3,280

$2,326+41.0%

$3,062+7.1%

$2,584+26.9%

Participant deferral / active EE

$2,767

$4,133-33.0%

$5,003-44.7%

$4,194-34.0%

Admin fee / account holder

$7,101

$10,148-30.0%

$12,864-44.8%

$7,856-9.6%

RAKA CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAKA CORPORATION 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