Retirement plan

ROOT CAUSE FORENSICS, INC 401(K) PLAN

Name: ROOT CAUSE FORENSICS, INC. - ROOT CAUSE FORENSICS, INC 401(K) PLAN (2024) Form 5500
Creator: ROOT CAUSE FORENSICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROOT CAUSE FORENSICS, INC 401(K) PLAN, ROOT CAUSE FORENSICS, INC.

ROOT CAUSE FORENSICS, INC.EIN 81-1322241Plan #001PY 2024

36181 EAST LAKE RD, STE 402 - PALM HARBOR, FL 34685888-566-0815

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

+21.6% from 2023

Total participants

0.0% from 2023

Average account balance

$466,663

+21.6% from 2023

Annual return

11.36%

-2.13 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2J3D2F2G

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$11K

$3543 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.759%

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

$466,663

$160,028+191.6%

$147,080+217.3%

$145,884+219.9%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

11.36%

98.60%-87.2pp

420.17%-408.8pp

551.85%-540.5pp

Employer contribution / active EE

$21,070

$5,286+298.6%

$4,933+327.1%

$4,662+351.9%

Participant deferral / active EE

$18,333

$8,422+117.7%

$8,066+127.3%

$6,690+174.1%

Admin fee / account holder

$3,543

$15,030-76.4%

$12,989-72.7%

$13,392-73.5%

ROOT CAUSE FORENSICS, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROOT CAUSE FORENSICS, INC 401(K) 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