Retirement plan

ROONEY PRINTING, INC. 401(K) PROFIT SHARING PLAN

Name: ROONEY DIGITAL LLC - ROONEY PRINTING, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ROONEY DIGITAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROONEY PRINTING, INC. 401(K) PROFIT SHARING PLAN, ROONEY DIGITAL LLC

ROONEY DIGITAL LLCEIN 93-1409917Plan #002PY 2024

1500 FIRST AVENUE - CHIPPEWA FALLS, WI 54729715-723-7777

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$775K

+29.4% from 2023

Total participants

+68.8% from 2023

Average account balance

$29,796

-25.4% from 2023

Annual return

19.75%

+9.82 pp from 2023

Benchmarks

See 8,614 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,614 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$835K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

104.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6479

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 codes2E2F2G2J3D

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.
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

$19K

$809 / participant

Other / not subdivided$19K100.0%

% of EOY assets

2.401%

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

$29,796

$125,237-76.2%

$105,608-71.8%

$145,877-79.6%

Participation rate

95.7%

77.7%+18.0pp

75.3%+20.4pp

80.3%+15.3pp

Annual return

19.75%

225.76%-206.0pp

116.50%-96.7pp

551.28%-531.5pp

Employer contribution / active EE

$1,013

$3,720-72.8%

$3,167-68.0%

$4,663-78.3%

Participant deferral / active EE

$2,158

$5,711-62.2%

$5,010-56.9%

$6,691-67.7%

Admin fee / account holder

$715

$17,287-95.9%

$11,028-93.5%

$13,402-94.7%

ROONEY PRINTING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROONEY PRINTING, INC. 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