Retirement plan

LANGER ROOFING ADMINISTRATIVE SERVICES LLC PROFIT SHARING PLAN

Name: LANGER ROOFING ADMINISTRATIVE SERVICES LLC - LANGER ROOFING ADMINISTRATIVE SERVICES LLC PROFIT SHARING PLAN (2023) Form 5500
Creator: LANGER ROOFING ADMINISTRATIVE SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANGER ROOFING ADMINISTRATIVE SERVICES LLC PROFIT SHARING PLAN, LANGER ROOFING ADMINISTRATIVE SERVICES LLC

LANGER ROOFING ADMINISTRATIVE SERVICES LLCEIN 87-3897290Plan #002PY 2023

1225 GRAY FOX DRIVE - BROOKFIELD, WI 53045414-476-5800

Other plans on this EIN

1 filing

#001Retirement-$4.2M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$7.5M

+24.7% from 2022

Total participants

+4.3% from 2022

Average account balance

$313,919

+19.5% from 2022

Annual return

17.60%

+34.28 pp from 2022

Benchmarks

See 51,545 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort51,545 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.94M

Not enough data

1 years with asset history on file

Average account balance

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

$372K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$462K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+12.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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 codes2E2F2G2T3D3H

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$135 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.029%

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

$313,919

$106,280+195.4%

$96,538+225.2%

$139,487+125.1%

Participation rate

100.0%

77.8%+22.2pp

74.3%+25.7pp

80.3%+19.7pp

Annual return

17.60%

38.48%-20.9pp

35.74%-18.1pp

373.84%-356.2pp

Employer contribution / active EE

$26,872

$4,107+554.3%

$3,740+618.5%

$4,755+465.2%

Participant deferral / active EE

$5,457-100.0%

$4,880-100.0%

$6,713-100.0%

Admin fee / account holder

$90

$7,888-98.9%

$6,737-98.7%

$11,407-99.2%

LANGER ROOFING ADMINISTRATIVE SERVICES LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LANGER ROOFING ADMINISTRATIVE SERVICES LLC PROFIT SHARING 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