Retirement plan

ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST

Name: ROSENBLUM GOLDENHERSH P.C. - ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: ROSENBLUM GOLDENHERSH P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST, ROSENBLUM GOLDENHERSH P.C.

ROSENBLUM GOLDENHERSH P.C.EIN 43-1231287Plan #001PY 2025

7733 FORSYTH BLVD, SUITE 400, FOURTH FLOOR - ST. LOUIS, MO 63105314-726-6868rosenblumgoldenhersh.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$18.1M

+9.1% from 2024

Total participants

+9.7% from 2024

Average account balance

$585,328

+5.6% from 2024

Annual return

10.56%

-6.94 pp from 2024

Benchmarks

See 6,842 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort6,842 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.15M

Not enough data

1 years with asset history on file

Average account balance

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

$585K

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.

103.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$538K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29571

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 codes2E2F2G2J2R2T3B3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$917K

$30557 / participant

Other / not subdivided$917K100.0%

% of EOY assets

5.052%

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

$585,328

$99,875+486.1%

$146,866+298.5%

$86,983+572.9%

Participation rate

90.0%

75.8%+14.2pp

82.5%+7.5pp

69.5%+20.5pp

Annual return

10.56%

28.10%-17.5pp

102.85%-92.3pp

25.83%-15.3pp

Employer contribution / active EE

$4,000

$3,224+24.1%

$4,425-9.6%

$2,584+54.8%

Participant deferral / active EE

$13,934

$6,322+120.4%

$7,759+79.6%

$4,194+232.2%

Admin fee / account holder

$29,571

$7,838+277.3%

$13,620+117.1%

$7,856+276.4%

ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST

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