Retirement plan

WESTPORT FUEL INC PENSION PLAN

Name: WESTPORT FUEL INC - WESTPORT FUEL INC PENSION PLAN (2025) Form 5500
Creator: WESTPORT FUEL INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTPORT FUEL INC PENSION PLAN, WESTPORT FUEL INC

WESTPORT FUEL INCEIN 06-1205439Plan #001PY 2025

1510 POST RD EAST - WESTPORT, CT 06880203-216-4067westportweb.comLinkedIn1-10 employeesinternet

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+16.3% from 2024

Total participants

0.0% from 2024

Average account balance

$225,026

+16.3% from 2024

Annual return

9.15%

-5.80 pp from 2024

Benchmarks

See 10,223 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,223 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$225K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+9.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5006

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 codes2E2J2G3D

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

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

$45K

$5006 / participant

Other / not subdivided$45K100.0%

% of EOY assets

2.224%

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

$225,026

$124,980+80.0%

$108,359+107.7%

$154,746+45.4%

Participation rate

100.0%

75.2%+24.8pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

9.15%

45.00%-35.8pp

36.89%-27.7pp

172.34%-163.2pp

Employer contribution / active EE

$10,966

$2,851+284.7%

$2,399+357.0%

$4,379+150.4%

Participant deferral / active EE

$7,889

$4,743+66.3%

$4,137+90.7%

$6,730+17.2%

Admin fee / account holder

$5,006

$11,502-56.5%

$9,741-48.6%

$14,365-65.2%

WESTPORT FUEL INC PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTPORT FUEL INC PENSION 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