Retirement plan

R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' PROFIT SHARING PLAN

Name: R. T. NELSON & ASSOCIATES, LLC - R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' PROFIT SHARING PLAN (2024) Form 5500
Creator: R. T. NELSON & ASSOCIATES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' PROFIT SHARING PLAN, R. T. NELSON & ASSOCIATES, LLC

R. T. NELSON & ASSOCIATES, LLCEIN 82-5409194Plan #001PY 2024

903 COMMERCE DRIVE, SUITE 150 - OAK BROOK, IL 60523630-990-4420rtnelson.comLinkedIn1-10 employeesinsurance

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

+19.1% from 2023

Total participants

0.0% from 2023

Average account balance

$865,752

+19.1% from 2023

Annual return

13.91%

-2.80 pp from 2023

Benchmarks

See 37,126 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,126 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.46M

Not enough data

1 years with asset history on file

Average account balance

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

$866K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.91%

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 codes2E2F2G2J3D

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$865,752

$201,344+330.0%

$184,243+369.9%

$145,877+493.5%

Participation rate

0.0%

87.5%-87.5pp

86.8%-86.8pp

80.3%-80.3pp

Annual return

13.91%

29.01%-15.1pp

28.82%-14.9pp

551.28%-537.4pp

Employer contribution / active EE

$7,022-100.0%

$6,427-100.0%

$4,663-100.0%

Participant deferral / active EE

$9,807-100.0%

$9,132-100.0%

$6,691-100.0%

Admin fee / account holder

$16,382-100.0%

$13,914-100.0%

$13,402-100.0%

R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

R. T. NELSON & ASSOCIATES, LCC. EMPLOYEES' 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