Retirement plan

ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P. 401(K) PROFIT SHARING PLAN

Name: ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P. - ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P. 401(K) PROFIT SHARING PLAN, ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P.

ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P.EIN 36-4905290Plan #001PY 2024

525 TECHNOLOGY DRIVE - COAL CENTER, PA 15423724-938-8530

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$761K

+21.4% from 2023

Total participants

0.0% from 2023

Average account balance

$84,573

+21.4% from 2023

Annual return

15.94%

-2.28 pp from 2023

Benchmarks

See 8,636 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,636 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$761K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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

$46K

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

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1279

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 codes2E2F2J2T3B3D

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).
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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$12K

$1279 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.512%

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

$84,573

$126,519-33.2%

$106,201-20.4%

$145,959-42.1%

Participation rate

77.8%

77.7%+0.1pp

75.3%+2.5pp

80.3%-2.5pp

Annual return

15.94%

225.10%-209.2pp

116.26%-100.3pp

561.95%-546.0pp

Employer contribution / active EE

$2,037

$3,726-45.3%

$3,170-35.7%

$4,661-56.3%

Participant deferral / active EE

$3,034

$5,716-46.9%

$5,012-39.5%

$6,689-54.6%

Admin fee / account holder

$1,279

$17,312-92.6%

$11,039-88.4%

$13,398-90.5%

ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSE PLASTIC MEDICAL PACKAGING USA L.L.L.P. 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