Retirement plan

ROE LINE, INC. RETIREMENT PLAN

Name: ROE LINE INC. - ROE LINE, INC. RETIREMENT PLAN (2023) Form 5500
Creator: ROE LINE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROE LINE, INC. RETIREMENT PLAN, ROE LINE INC.

ROE LINE INC.EIN 87-2039685Plan #001PY 2023

2705 S. DIAMOND BAR BLVD., STE. 200 - DIAMOND BAR, CA 91765909-468-1969

Other plans on this EIN

1 filing

#002Retirement-$239K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$141K

+120.5% from 2022

Total participants

0.0% from 2022

Average account balance

$23,504

+120.5% from 2022

Annual return

13.86%

+13.86 pp from 2022

Benchmarks

See 9,391 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,391 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$255K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+13.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$513

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 codes2E2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$984

$197 / participant

Other / not subdivided$984100.0%

% of EOY assets

0.698%

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

$23,504

$85,060-72.4%

$70,548-66.7%

$139,456-83.1%

Participation rate

100.0%

73.9%+26.1pp

68.3%+31.7pp

80.3%+19.7pp

Annual return

13.86%

30.38%-16.5pp

32.78%-18.9pp

373.45%-359.6pp

Employer contribution / active EE

$1,839

$3,911-53.0%

$2,975-38.2%

$4,753-61.3%

Participant deferral / active EE

$12,000

$5,890+103.7%

$4,567+162.7%

$6,711+78.8%

Admin fee / account holder

$164

$8,925-98.2%

$6,424-97.4%

$11,407-98.6%

ROE LINE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROE LINE, INC. RETIREMENT 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