Retirement plan

401K PROFIT SHARING PLAN & TRUST OF RESJ P.C.

Name: RESJ PC - 401K PROFIT SHARING PLAN & TRUST OF RESJ P.C. (2024) Form 5500
Creator: RESJ PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401K PROFIT SHARING PLAN & TRUST OF RESJ P.C., RESJ PC

RESJ PCEIN 58-2647076Plan #001PY 2024

2330 PATRICK HENRY PKWY SUTE 100 - MCDONOUGH, GA 30253770-474-7703

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.5M

+13.2% from 2023

Total participants

+5.4% from 2023

Average account balance

$217,629

+7.4% from 2023

Annual return

15.81%

-0.15 pp from 2023

Benchmarks

See 28,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,910 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.49M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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

$581K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19983

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

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

$779K

$20509 / participant

Other / not subdivided$779K100.0%

% of EOY assets

9.182%

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

$217,629

$102,382+112.6%

$147,005+48.0%

$80,874+169.1%

Participation rate

100.0%

75.8%+24.2pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

15.81%

134.89%-119.1pp

418.76%-403.0pp

35.62%-19.8pp

Employer contribution / active EE

$4,242

$3,715+14.2%

$4,934-14.0%

$2,756+54.0%

Participant deferral / active EE

$11,058

$6,646+66.4%

$8,070+37.0%

$4,297+157.4%

Admin fee / account holder

$19,983

$7,942+151.6%

$13,006+53.6%

$6,935+188.1%

401K PROFIT SHARING PLAN & TRUST OF RESJ P.C.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401K PROFIT SHARING PLAN & TRUST OF RESJ P.C.

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