Retirement plan

CHARLES S. RESKOVITZ, INC. 401(K) RETIREMENT PLAN

Name: CHARLES S. RESKOVITZ, INC. - CHARLES S. RESKOVITZ, INC. 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: CHARLES S. RESKOVITZ, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHARLES S. RESKOVITZ, INC. 401(K) RETIREMENT PLAN, CHARLES S. RESKOVITZ, INC.

CHARLES S. RESKOVITZ, INC.EIN 51-0069198Plan #001PY 2017

1018 LIBERTY ROAD - WILMINGTON, DE 19808302-999-9455LinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

Top hat statement on fileNQDC

Filed January 7, 2026

Plan administrator

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1018 LIBERTY ROAD P.O. BOX 5068

WILMINGTON, DE 19808

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$1.3M

+22.6% from 2016

Total participants

0.0% from 2016

Average account balance

$157,619

+22.6% from 2016

Annual return

15.33%

+9.08 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47339

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

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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 codes2E2F2G2J2T3D

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

1 tripped

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

$157,619

$106,008+48.7%

$92,240+70.9%

$147,586+6.8%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

15.33%

50.05%-34.7pp

176.29%-161.0pp

578.59%-563.3pp

Employer contribution / active EE

$1,881

$4,333-56.6%

$3,680-48.9%

$4,876-61.4%

Participant deferral / active EE

$10,649

$4,478+137.8%

$3,897+173.3%

$5,439+95.8%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

CHARLES S. RESKOVITZ, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHARLES S. RESKOVITZ, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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