Retirement plan

R.A. ROGERS CONSTRUCTIONS COMPANY, LLC 401K PLAN

Name: R.A. ROGERS CONSTRUCTIONS COMPANY, LLC - R.A. ROGERS CONSTRUCTIONS COMPANY, LLC 401K PLAN (2023) Form 5500
Creator: R.A. ROGERS CONSTRUCTIONS COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R.A. ROGERS CONSTRUCTIONS COMPANY, LLC 401K PLAN, R.A. ROGERS CONSTRUCTIONS COMPANY, LLC

R.A. ROGERS CONSTRUCTIONS COMPANY, LLCEIN 59-2931863Plan #001PY 2023

234 N. WESTMONTE DRIVE, SUITE 2000 - ALTAMONTE SPRINGS, FL 32714407-339-4001

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+38.5% from 2022

Total participants

+3.4% from 2022

Average account balance

$92,631

+28.6% from 2022

Annual return

26.02%

+48.06 pp from 2022

Benchmarks

See 51,545 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,545 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.09M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$301K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3225

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

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

$31K

$1815 / participant

Other / not subdivided$31K100.0%

% of EOY assets

1.190%

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

$92,631

$106,280-12.8%

$96,538-4.0%

$139,487-33.6%

Participation rate

88.2%

77.8%+10.4pp

74.3%+13.9pp

80.3%+7.9pp

Annual return

26.02%

38.48%-12.5pp

35.74%-9.7pp

373.84%-347.8pp

Employer contribution / active EE

$4,089

$4,107-0.4%

$3,740+9.3%

$4,755-14.0%

Participant deferral / active EE

$10,619

$5,457+94.6%

$4,880+117.6%

$6,713+58.2%

Admin fee / account holder

$1,102

$7,888-86.0%

$6,737-83.6%

$11,407-90.3%

R.A. ROGERS CONSTRUCTIONS COMPANY, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R.A. ROGERS CONSTRUCTIONS COMPANY, LLC 401K PLAN

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