Retirement plan

ROCHELLE WARNER DESIGN PROFIT SHARING PLAN

Name: ROCHELLE WARNER INTERIORS, LLC - ROCHELLE WARNER DESIGN PROFIT SHARING PLAN (2024) Form 5500
Creator: ROCHELLE WARNER INTERIORS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCHELLE WARNER DESIGN PROFIT SHARING PLAN, ROCHELLE WARNER INTERIORS, LLC

ROCHELLE WARNER INTERIORS, LLCEIN 83-3622181Plan #001PY 2024

1804 E MILLBROOK RD - SALT LAKE CITY, UT 84106801-634-3079

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$727K

+21.4% from 2023

Total participants

0.0% from 2023

Average account balance

$363,554

+21.4% from 2023

Annual return

15.64%

+2.20 pp from 2023

Benchmarks

See 143,921 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,921 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$727K

Not enough data

1 years with asset history on file

Average account balance

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

$364K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+15.64%

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 codes2E2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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

$363,554

$159,978+127.3%

$147,041+147.2%

$145,978+149.0%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

15.64%

98.36%-82.7pp

419.21%-403.6pp

550.52%-534.9pp

Employer contribution / active EE

$1,903

$5,288-64.0%

$4,935-61.4%

$4,662-59.2%

Participant deferral / active EE

$15,250

$8,429+80.9%

$8,071+89.0%

$6,690+128.0%

Admin fee / account holder

$15,053-100.0%

$13,006-100.0%

$13,400-100.0%

ROCHELLE WARNER DESIGN PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROCHELLE WARNER DESIGN 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