Retirement plan

DUTCH VAN ROSSUM INSURANCE AGENCY 401K PLAN

Name: DUTCH VAN ROSSUM INSURANCE AGENCY, INC. - DUTCH VAN ROSSUM INSURANCE AGENCY 401K PLAN (2025) Form 5500
Creator: DUTCH VAN ROSSUM INSURANCE AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUTCH VAN ROSSUM INSURANCE AGENCY 401K PLAN, DUTCH VAN ROSSUM INSURANCE AGENCY, INC.

DUTCH VAN ROSSUM INSURANCE AGENCY, INC.EIN 46-4782132Plan #001PY 2025

113 W RAILROAD AVE - BARTLETT, IL 60103630-289-9850

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$585K

+49.6% from 2024

Total participants

+30.8% from 2024

Average account balance

$41,756

+17.6% from 2024

Annual return

24.16%

-3.55 pp from 2024

Benchmarks

See 12,996 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort12,996 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$585K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

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

+24.16%

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 codes2E3D2G2J2F2T

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.
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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$41,756

$227,291-81.6%

$214,702-80.6%

$155,188-73.1%

Participation rate

75.0%

88.0%-13.0pp

87.5%-12.5pp

80.8%-5.8pp

Annual return

24.16%

60.08%-35.9pp

54.55%-30.4pp

148.84%-124.7pp

Employer contribution / active EE

$926

$6,772-86.3%

$6,461-85.7%

$4,248-78.2%

Participant deferral / active EE

$7,363

$9,582-23.2%

$9,147-19.5%

$6,531+12.7%

Admin fee / account holder

$20,413-100.0%

$19,830-100.0%

$14,480-100.0%

DUTCH VAN ROSSUM INSURANCE AGENCY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DUTCH VAN ROSSUM INSURANCE AGENCY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion