Retirement plan

RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN

Name: RHODY-Q, LLC - RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: RHODY-Q, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN, RHODY-Q, LLC

RHODY-Q, LLCEIN 91-2173553Plan #003PY 2024

73401 E. HIGHWAY 26 - RHODODENDRON, OR 97049503-622-4495

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$275K

+23.6% from 2023

Total participants

0.0% from 2023

Average account balance

$54,906

+23.6% from 2023

Annual return

15.07%

-4.41 pp from 2023

Benchmarks

See 14,005 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort14,005 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$275K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$405

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 codes2E2J3D3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$2K

$506 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.738%

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

$54,906

$76,519-28.2%

$56,025-2.0%

$145,897-62.4%

Participation rate

100.0%

63.2%+36.8pp

52.5%+47.5pp

80.3%+19.7pp

Annual return

15.07%

3017.03%-3002.0pp

1712.69%-1697.6pp

552.29%-537.2pp

Employer contribution / active EE

$1,827

$1,383+32.0%

$1,042+75.4%

$4,663-60.8%

Participant deferral / active EE

$2,903

$2,624+10.6%

$1,955+48.5%

$6,689-56.6%

Admin fee / account holder

$405

$3,331-87.8%

$2,828-85.7%

$13,390-97.0%

RHODODENDRON DAIRY QUEEN 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RHODODENDRON DAIRY QUEEN 401(K) 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