Retirement plan

R&R VENTURE 401(K) PLAN

Name: R&R VENTURE, INC. - R&R VENTURE 401(K) PLAN (2025) Form 5500
Creator: R&R VENTURE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R&R VENTURE 401(K) PLAN, R&R VENTURE, INC.

R&R VENTURE, INC.EIN 52-2030070Plan #001PY 2025

6 DICKINSON DRIVE, SUITE 211 - CHADDS FORD, PA 19317610-459-4777LinkedIn1-10 employeessupermarkets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+19.7% from 2024

Total participants

0.0% from 2024

Average account balance

$195,201

+19.7% from 2024

Annual return

12.55%

-22.02 pp from 2024

Benchmarks

See 8,961 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort8,961 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.55%

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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

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

$195,201

$101,618+92.1%

$93,063+109.8%

$137,256+42.2%

Participation rate

100.0%

74.9%+25.1pp

72.1%+27.9pp

80.0%+20.0pp

Annual return

12.55%

223.95%-211.4pp

34.15%-21.6pp

220.34%-207.8pp

Employer contribution / active EE

$3,584

$2,707+32.4%

$2,476+44.7%

$4,156-13.8%

Participant deferral / active EE

$8,104

$4,279+89.4%

$3,958+104.7%

$6,407+26.5%

Admin fee / account holder

$6,198-100.0%

$6,033-100.0%

$12,270-100.0%

R&R VENTURE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

R&R VENTURE 401(K) 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