Retirement plan

ROYCE ROLLS RINGER COMPANY EMPLOYEES PROFIT SHARING PLAN

Name: ROYCE ROLLS RINGER COMPANY - ROYCE ROLLS RINGER COMPANY EMPLOYEES PROFIT SHARING PLAN (2025) Form 5500
Creator: ROYCE ROLLS RINGER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROYCE ROLLS RINGER COMPANY EMPLOYEES PROFIT SHARING PLAN, ROYCE ROLLS RINGER COMPANY

ROYCE ROLLS RINGER COMPANYEIN 38-2158077Plan #001PY 2025

16 RIVERVIEW TERRACE - GRAND RAPIDS, MI 49505616-361-9266roycerolls.netLinkedIn11-50 employeesfacilities services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$895K

-53.4% from 2024

Total participants

-20.0% from 2024

Average account balance

$89,516

-44.0% from 2024

Annual return

11.85%

+6.25 pp from 2024

Benchmarks

See 4,744 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,744 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$895K

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135001

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 codes2E2F2G2J2R3D

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.
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

$1.4M

$122728 / participant

Other / not subdivided$1M100.0%

% of EOY assets

150.812%

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

$89,516

$167,415-46.5%

$140,514-36.3%

$198,609-54.9%

Participation rate

81.8%

80.9%+0.9pp

77.8%+4.0pp

82.4%-0.6pp

Annual return

11.85%

13.85%-2.0pp

14.36%-2.5pp

202.70%-190.8pp

Employer contribution / active EE

$2,263

$4,088-44.6%

$3,378-33.0%

$5,055-55.2%

Participant deferral / active EE

$5,954

$5,579+6.7%

$4,919+21.0%

$6,977-14.7%

Admin fee / account holder

$135,001

$16,730+706.9%

$13,697+885.6%

$19,030+609.4%

ROYCE ROLLS RINGER COMPANY EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROYCE ROLLS RINGER COMPANY EMPLOYEES 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