Retirement plan

RBC ENTERTAINMENT, INC. 401(K) PROFIT SHARING PLAN

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

RBC ENTERTAINMENT, INC.EIN 95-4746947Plan #002PY 2024

15300 VENTURA BLVD., SUITE 315 - SHERMAN OAKS, CA 91403818-501-7496LinkedIn1-10 employeesperforming arts

Other plans on this EIN

1 filing

#001Retirement-$2.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$394K

+39.3% from 2023

Total participants

0.0% from 2023

Average account balance

$131,388

+39.3% from 2023

Annual return

15.96%

+53.30 pp from 2023

Benchmarks

See 10,220 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,220 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$394K

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1162

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 codes2E2J2T3D

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.
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.

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

$3K

$1744 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.885%

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

$131,388

$169,356-22.4%

$129,406+1.5%

$145,897-9.9%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

15.96%

14418.62%-14402.7pp

9468.18%-9452.2pp

552.29%-536.3pp

Employer contribution / active EE

$33,000

$5,542+495.4%

$4,155+694.2%

$4,663+607.8%

Participant deferral / active EE

$4,987-100.0%

$4,167-100.0%

$6,689-100.0%

Admin fee / account holder

$1,162

$9,915-88.3%

$7,689-84.9%

$13,390-91.3%

RBC ENTERTAINMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RBC ENTERTAINMENT, 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