Retirement plan

ROOFMEADOW SERVICES INC. RETIREMENT PLAN

Name: ROOFMEADOW SERVICES, INC. - ROOFMEADOW SERVICES INC. RETIREMENT PLAN (2022) Form 5500
Creator: ROOFMEADOW SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROOFMEADOW SERVICES INC. RETIREMENT PLAN, ROOFMEADOW SERVICES, INC.

ROOFMEADOW SERVICES, INC.EIN 47-2392227Plan #001PY 2022

7135 GERMANTOWN AVENUE - PHILADELPHIA, PA 19119267-297-5281

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$80K

No prior year

Total participants

No prior year

Average account balance

$7,967

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 39,277 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,277 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$411K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

73.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133

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 codes2E2J2G2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$459

$38 / participant

Other / not subdivided$459100.0%

% of EOY assets

0.576%

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

$7,967

$92,766-91.4%

$82,763-90.4%

$134,545-94.1%

Participation rate

83.3%

75.2%+8.1pp

72.6%+10.8pp

81.2%+2.1pp

Annual return

0.00%

946.97%-947.0pp

702.45%-702.4pp

418.37%-418.4pp

Employer contribution / active EE

$1,633

$3,273-50.1%

$3,008-45.7%

$4,742-65.6%

Participant deferral / active EE

$5,094

$4,802+6.1%

$4,395+15.9%

$6,401-20.4%

Admin fee / account holder

$46

$5,978-99.2%

$5,325-99.1%

$11,431-99.6%

ROOFMEADOW SERVICES INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROOFMEADOW SERVICES INC. RETIREMENT 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