Retirement plan

ROGER MILLER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ROGER MILLER ENTERPRISES, INC. - ROGER MILLER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: ROGER MILLER ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROGER MILLER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, ROGER MILLER ENTERPRISES, INC.

ROGER MILLER ENTERPRISES, INC.EIN 95-4242396Plan #001PY 2025

19360 RINALDI STREET, SUITE 361 - PORTER RANCH, CA 91326818-638-5080

Prospect flagsHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.5M

+11.3% from 2024

Total participants

0.0% from 2024

Average account balance

$373,871

+11.3% from 2024

Annual return

11.15%

-8.52 pp from 2024

Benchmarks

See 13,952 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,952 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

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

$374K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$667

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$225

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$898

$299 / participant

Other / not subdivided$898100.0%

% of EOY assets

0.060%

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

$373,871

$99,053+277.4%

$88,179+324.0%

$138,895+169.2%

Participation rate

100.0%

74.2%+25.8pp

69.1%+30.9pp

79.9%+20.1pp

Annual return

11.15%

78.17%-67.0pp

64.97%-53.8pp

145.39%-134.2pp

Employer contribution / active EE

$2,882-100.0%

$2,549-100.0%

$4,194-100.0%

Participant deferral / active EE

$667

$5,225-87.2%

$4,614-85.6%

$6,396-89.6%

Admin fee / account holder

$225

$8,748-97.4%

$7,673-97.1%

$12,562-98.2%

ROGER MILLER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROGER MILLER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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