Retirement plan

AMERICAN LOGISTICS INFORMATION 401(K) PROFIT SHARING PLAN & TRUST

Name: AMERICAN LOGISTICS INFORMATION - AMERICAN LOGISTICS INFORMATION 401(K) PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: AMERICAN LOGISTICS INFORMATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN LOGISTICS INFORMATION 401(K) PROFIT SHARING PLAN & TRUST, AMERICAN LOGISTICS INFORMATION

AMERICAN LOGISTICS INFORMATIONEIN 04-4511673Plan #002PY 2023

23535 PALOMINO DR SUITE 334 - DIAMOND BAR, CA 917652030949-464-9999

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$107K

+18.2% from 2022

Total participants

0.0% from 2022

Average account balance

$106,935

+18.2% from 2022

Annual return

13.25%

+30.62 pp from 2022

Benchmarks

See 7,477 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,477 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$120K

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+7.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$106,935

$69,274+54.4%

$64,097+66.8%

$139,487-23.3%

Participation rate

50.0%

75.6%-25.6pp

72.3%-22.3pp

80.3%-30.3pp

Annual return

13.25%

46.00%-32.8pp

33.75%-20.5pp

373.84%-360.6pp

Employer contribution / active EE

$3,187-100.0%

$2,750-100.0%

$4,755-100.0%

Participant deferral / active EE

$2,219

$4,685-52.6%

$3,881-42.8%

$6,713-66.9%

Admin fee / account holder

$4,247-100.0%

$3,070-100.0%

$11,407-100.0%

AMERICAN LOGISTICS INFORMATION 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMERICAN LOGISTICS INFORMATION 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion