Retirement plan

ROSEMONT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Name: ROSEMONT ASSOCIATES, LLC - ROSEMONT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: ROSEMONT ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSEMONT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, ROSEMONT ASSOCIATES, LLC

ROSEMONT ASSOCIATES, LLCEIN 46-4514038Plan #002PY 2021

3140 SOUTH OCEAN BLVD., APT. 205N - PALM BEACH, FL 33480609-773-0335

Other plans on this EIN

1 filing

#001Retirement-$8.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$219K

-46.9% from 2020

Total participants

0.0% from 2020

Average account balance

$54,641

-46.9% from 2020

Annual return

14.35%

-4.01 pp from 2020

Benchmarks

See 17,096 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,096 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-2.68%

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 codes2E2J2H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

$334K

$83536 / participant

Other / not subdivided$334K100.0%

% of EOY assets

152.882%

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

$54,641

$227,633-76.0%

$189,597-71.2%

$167,553-67.4%

Participation rate

100.0%

82.5%+17.5pp

78.4%+21.6pp

82.1%+17.9pp

Annual return

14.35%

78.45%-64.1pp

64.20%-49.9pp

478.89%-464.5pp

Employer contribution / active EE

$14,083

$5,317+164.9%

$4,412+219.2%

$4,840+191.0%

Participant deferral / active EE

$6,500

$7,003-7.2%

$6,174+5.3%

$6,343+2.5%

Admin fee / account holder

$83,536

$11,879+603.2%

$9,807+751.8%

$12,316+578.2%

ROSEMONT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSEMONT ASSOCIATES, LLC 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