Retirement plan

ANDY'S BOSTON & QUINCY EXPRESS CO. INC. 401(K) PROFIT SHARING PLAN

Name: ANDY'S BOSTON & QUINCY EXPRESS CO. INC. - ANDY'S BOSTON & QUINCY EXPRESS CO. INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ANDY'S BOSTON & QUINCY EXPRESS CO. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDY'S BOSTON & QUINCY EXPRESS CO. INC. 401(K) PROFIT SHARING PLAN, ANDY'S BOSTON & QUINCY EXPRESS CO. INC.

ANDY'S BOSTON & QUINCY EXPRESS CO. INC.EIN 04-2029142Plan #003PY 2024

85 ROGERS STREET - QUINCY, MA 02169617-773-3886

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$831K

+26.5% from 2023

Total participants

0.0% from 2023

Average account balance

$138,567

+26.5% from 2023

Annual return

17.27%

-0.18 pp from 2023

Benchmarks

See 1,611 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,611 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$831K

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$40

$8 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.005%

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

$138,567

$123,859+11.9%

$69,632+99.0%

$145,897-5.0%

Participation rate

80.0%

69.2%+10.8pp

66.4%+13.6pp

80.3%-0.3pp

Annual return

17.27%

192.49%-175.2pp

101.32%-84.1pp

552.29%-535.0pp

Employer contribution / active EE

$3,312

$2,673+23.9%

$1,708+93.9%

$4,663-29.0%

Participant deferral / active EE

$8,784

$4,242+107.1%

$2,889+204.1%

$6,689+31.3%

Admin fee / account holder

$7,817-99.9%

$4,695-99.9%

$13,390-100.0%

ANDY'S BOSTON & QUINCY EXPRESS CO. INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDY'S BOSTON & QUINCY EXPRESS CO. 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