Retirement plan

RDR HOSPITALITY LLC 401(K) PLAN

Name: RDR HOSPITALITY LLC DBA CAST IRON TAVERN - RDR HOSPITALITY LLC 401(K) PLAN (2024) Form 5500
Creator: RDR HOSPITALITY LLC DBA CAST IRON TAVERN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RDR HOSPITALITY LLC 401(K) PLAN, RDR HOSPITALITY LLC DBA CAST IRON TAVERN

RDR HOSPITALITY LLC DBA CAST IRON TAVERNEIN 81-3269951Plan #001PY 2024

111 N RUBEY DRIVE SUITE B - GOLDEN, CO 80403720-413-3490

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$72K

+61.3% from 2023

Total participants

+1133.3% from 2023

Average account balance

$14,466

-3.2% from 2023

Annual return

12.73%

-18.53 pp from 2023

Benchmarks

See 6,863 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,863 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$72K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

15.2%

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

$660

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

+12.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 codes2F2G2H2J2T3D

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$198

$6 / participant

Other / not subdivided$198100.0%

% of EOY assets

0.274%

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

$14,466

$29,736-51.4%

$56,033-74.2%

$80,935-82.1%

Participation rate

3.0%

41.7%-38.7pp

52.5%-49.5pp

67.7%-64.6pp

Annual return

12.73%

35.28%-22.5pp

1711.38%-1698.6pp

35.66%-22.9pp

Employer contribution / active EE

$211

$671-68.6%

$1,041-79.8%

$2,757-92.4%

Participant deferral / active EE

$450

$1,228-63.4%

$1,954-77.0%

$4,299-89.5%

Admin fee / account holder

$40

$2,434-98.4%

$2,827-98.6%

$6,924-99.4%

RDR HOSPITALITY LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RDR HOSPITALITY LLC 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