Retirement plan

ROUND THE BEND FARM, INC. 403(B) PLAN

Name: ROUND THE BEND FARM, INC. - ROUND THE BEND FARM, INC. 403(B) PLAN (2025) Form 5500
Creator: ROUND THE BEND FARM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROUND THE BEND FARM, INC. 403(B) PLAN, ROUND THE BEND FARM, INC.

ROUND THE BEND FARM, INC.EIN 47-3505492Plan #001PY 2025

92 ALLENS NECK ROAD - SOUTH DARTMOUTH, MA 02748508-938-5127roundthebendfarm.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$399K

+24.3% from 2024

Total participants

+20.0% from 2024

Average account balance

$22,188

+3.6% from 2024

Annual return

12.23%

-16.88 pp from 2024

Benchmarks

See 3,725 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,725 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$399K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1335

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 codes2E2F2G2M2T3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$24K

$1602 / participant

Other / not subdivided$24K100.0%

% of EOY assets

6.017%

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

$22,188

$162,967-86.4%

$135,792-83.7%

$138,895-84.0%

Participation rate

100.0%

78.3%+21.7pp

72.6%+27.4pp

79.9%+20.1pp

Annual return

12.23%

30.08%-17.9pp

25.96%-13.7pp

145.39%-133.2pp

Employer contribution / active EE

$3,185

$4,211-24.4%

$3,496-8.9%

$4,194-24.1%

Participant deferral / active EE

$966

$5,640-82.9%

$4,759-79.7%

$6,396-84.9%

Admin fee / account holder

$1,335

$15,306-91.3%

$12,266-89.1%

$12,562-89.4%

ROUND THE BEND FARM, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROUND THE BEND FARM, INC. 403(B) 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