Retirement plan

DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT PLAN

Name: ROBBINS & ZIRKLE, LLC - DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT PLAN (2023) Form 5500
Creator: ROBBINS & ZIRKLE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT PLAN, ROBBINS & ZIRKLE, LLC

ROBBINS & ZIRKLE, LLCEIN 35-6265602Plan #002PY 2023

610 W 38TH STREET - MARION, IN 46953765-674-7525

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$798K

+17.1% from 2022

Total participants

0.0% from 2022

Average account balance

$199,388

No prior year

Annual return

16.62%

+36.62 pp from 2022

Benchmarks

See 108,094 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,094 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$348K

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

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$361 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.136%

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

$199,388

$175,212+13.8%

$149,682+33.2%

$139,427+43.0%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

16.62%

166.63%-150.0pp

134.35%-117.7pp

373.27%-356.6pp

Employer contribution / active EE

$1,426

$5,475-73.9%

$4,818-70.4%

$4,752-70.0%

Participant deferral / active EE

$6,520-100.0%

$5,681-100.0%

$6,711-100.0%

Admin fee / account holder

$271

$16,150-98.3%

$13,210-98.0%

$11,404-97.6%

DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRS. ROBBINS & ZIRKLE, PARTNERS PROFIT SHARING RETIREMENT 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