Retirement plan

ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN

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

ROBERT DIETRICK CO., INC.EIN 35-1385992Plan #001PY 2024

9051 TECHNOLOGY DR - FISHERS, IN 460384544317-938-5257rd-co.comLinkedIn51-200 employeesmachinery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.5M

+26.7% from 2023

Total participants

156

+22.8% from 2023

Average account balance

$42,043

+2.2% from 2023

Annual return

13.38%

-7.50 pp from 2023

Benchmarks

See 2,355 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,355 peers

Snapshot2024

See peer percentile detail. $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.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$6.52M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

155

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$180

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.

Start for $4.99 See plans

Service providers

Top 10 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$27,974
AB FUNDS1 year Filed as: AB GLOBAL Service code 28 711 HIGH STREET · DES MOINES, IA 503920001	Investment Management	$0
AB FUNDS1 year Filed as: AM FUNDS Service code 28	Investment Management	$0
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
LORD ABBETT1 year Service code 28 · EIN 13-3731507	Investment Management	$0
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA FUNDS Service code 28 4333 EDGEWOOD ROAD NE · NEW YORK, NY 80237	Investment Management	$0
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 · EIN 23-1945930	Investment Management	$0
RIDGEWORTH1 year Filed as: VIRTUS INVESTMENT PARTNERS Service code 28 · EIN 95-4191764	Investment Management	$0

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$28K

$204 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.429%

all-in expense ratio

Categories reported

0 / 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: CBIZ CPAS P.C.
Auditor EIN: 431947695
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

$42,043

$88,083-52.3%

$164,813-74.5%

$74,495-43.6%

Participation rate

99.3%

73.0%+26.2pp

78.6%+20.7pp

67.2%+32.1pp

Annual return

13.38%

17.26%-3.9pp

69.93%-56.5pp

1364.94%-1351.6pp

Employer contribution / active EE

$1,981

$2,593-23.6%

$4,341-54.4%

$2,623-24.5%

Participant deferral / active EE

$5,406

$4,498+20.2%

$6,031-10.4%

$4,346+24.4%

Admin fee / account holder

$180

$2,234-91.9%

$12,690-98.6%

$1,942-90.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$27,974

AB FUNDS1 year

Filed as: AB GLOBAL

Service code 28

711 HIGH STREET · DES MOINES, IA 503920001

Investment Management

AB FUNDS1 year

Filed as: AM FUNDS

Service code 28

Investment Management

AMERICAN FUNDS1 year

Service code 28 · EIN 95-1411037

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

LORD ABBETT1 year

Service code 28 · EIN 13-3731507

Investment Management

T ROWE PRICE RPS INC1 year

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA FUNDS

Service code 28

4333 EDGEWOOD ROAD NE · NEW YORK, NY 80237

Investment Management

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD

Service code 28 · EIN 23-1945930

Investment Management

RIDGEWORTH1 year

Filed as: VIRTUS INVESTMENT PARTNERS

Service code 28 · EIN 95-4191764

Investment Management

ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT DIETRICK CO., 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