Retirement plan

ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Name: ROSENBLOOM & BUTLER CPAS PC - ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: ROSENBLOOM & BUTLER CPAS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST, ROSENBLOOM & BUTLER CPAS PC

ROSENBLOOM & BUTLER CPAS PCEIN 52-1626705Plan #001PY 2024

1455 RESEARCH BLVD., SUITE 510 - ROCKVILLE, MD 20850301-762-7755

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+9.6% from 2023

Total participants

0.0% from 2023

Average account balance

$223,840

+9.6% from 2023

Annual return

29.29%

+25.68 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$224K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+29.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58080

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$523K

$58080 / participant

Other / not subdivided$523K100.0%

% of EOY assets

25.947%

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

$223,840

$160,070+39.8%

$147,117+52.2%

$145,897+53.4%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

29.29%

98.69%-69.4pp

420.54%-391.3pp

552.29%-523.0pp

Employer contribution / active EE

$6,667

$5,285+26.2%

$4,932+35.2%

$4,663+43.0%

Participant deferral / active EE

$10,379

$8,419+23.3%

$8,065+28.7%

$6,689+55.2%

Admin fee / account holder

$58,080

$15,035+286.3%

$12,993+347.0%

$13,390+333.7%

ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSENBLOOM & BUTLER CPAS PC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

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