Retirement plan

QUALITY ROASTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: QUALITY ROASTING, LLC - QUALITY ROASTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: QUALITY ROASTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUALITY ROASTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST, QUALITY ROASTING, LLC

QUALITY ROASTING, LLCEIN 83-0612914Plan #001PY 2025

2514 MARKEN ROAD - VALDERS, WI 542459530608-676-3003qualityroasting.comLinkedIn11-50 employeesfood production

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$550K

+96.7% from 2024

Total participants

+45.5% from 2024

Average account balance

$50,008

+60.9% from 2024

Annual return

69.17%

+1.11 pp from 2024

Benchmarks

See 2,191 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,191 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$550K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

73.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+69.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1721

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

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

$19K

$1262 / participant

Other / not subdivided$19K100.0%

% of EOY assets

3.442%

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

$50,008

$103,164-51.5%

$90,259-44.6%

$154,746-67.7%

Participation rate

66.7%

76.1%-9.4pp

70.7%-4.1pp

80.7%-14.0pp

Annual return

69.17%

19.25%+49.9pp

18.88%+50.3pp

172.34%-103.2pp

Employer contribution / active EE

$2,631

$2,532+3.9%

$2,291+14.8%

$4,379-39.9%

Participant deferral / active EE

$3,691

$4,422-16.5%

$3,827-3.5%

$6,730-45.2%

Admin fee / account holder

$1,721

$8,593-80.0%

$7,267-76.3%

$14,365-88.0%

QUALITY ROASTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUALITY ROASTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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