Retirement plan

RODNEY & BERNSTEIN, P. A. 401(K) PROFIT SHARING PLAN

Name: RODNEY & BERNSTEIN, P.A. - RODNEY & BERNSTEIN, P. A. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: RODNEY & BERNSTEIN, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RODNEY & BERNSTEIN, P. A. 401(K) PROFIT SHARING PLAN, RODNEY & BERNSTEIN, P.A.

RODNEY & BERNSTEIN, P.A.EIN 59-2500176Plan #001PY 2025

1925 BRICKELL AVE., D207 - MIAMI, FL 33129305-643-9600mindylaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.2M

+11.5% from 2024

Total participants

+15.8% from 2024

Average account balance

$86,835

+3.5% from 2024

Annual return

9.49%

+0.57 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.49%

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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$86,835

$196,972-55.9%

$182,262-52.4%

$198,609-56.3%

Participation rate

55.6%

85.7%-30.1pp

84.2%-28.7pp

82.4%-26.8pp

Annual return

9.49%

158.27%-148.8pp

140.60%-131.1pp

202.70%-193.2pp

Employer contribution / active EE

$5,364-100.0%

$5,046-100.0%

$5,055-100.0%

Participant deferral / active EE

$1,202

$8,643-86.1%

$8,276-85.5%

$6,977-82.8%

Admin fee / account holder

$18,429-100.0%

$16,712-100.0%

$19,030-100.0%

RODNEY & BERNSTEIN, P. A. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RODNEY & BERNSTEIN, P. A. 401(K) PROFIT SHARING 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