Retirement plan

POWERSCREEN CONNECTICUT, INC. 401(K) PLAN

Name: POWERSCREEN CONNECTICUT, INC. - POWERSCREEN CONNECTICUT, INC. 401(K) PLAN (2025) Form 5500
Creator: POWERSCREEN CONNECTICUT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POWERSCREEN CONNECTICUT, INC. 401(K) PLAN, POWERSCREEN CONNECTICUT, INC.

POWERSCREEN CONNECTICUT, INC.EIN 06-1474518Plan #001PY 2025

140 NUTMEG ROAD SOUTH - SOUTH WINDSOR, CT 06074860-627-6596

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+33.2% from 2024

Total participants

+2.9% from 2024

Average account balance

$74,681

+23.4% from 2024

Annual return

16.21%

-0.76 pp from 2024

Benchmarks

See 1,337 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort1,337 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

79.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$286K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1688

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 codes2E2F2G2H2J2T2R3D

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$46K

$1340 / participant

Other / not subdivided$46K100.0%

% of EOY assets

2.260%

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

$74,681

$123,478-39.5%

$216,567-65.5%

$94,015-20.6%

Participation rate

73.5%

75.1%-1.6pp

81.6%-8.1pp

70.8%+2.7pp

Annual return

16.21%

23.61%-7.4pp

12.94%+3.3pp

17.84%-1.6pp

Employer contribution / active EE

$3,063

$3,136-2.3%

$5,216-41.3%

$2,790+9.8%

Participant deferral / active EE

$5,358

$4,556+17.6%

$6,191-13.4%

$4,249+26.1%

Admin fee / account holder

$1,688

$12,753-86.8%

$21,981-92.3%

$8,951-81.1%

POWERSCREEN CONNECTICUT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POWERSCREEN CONNECTICUT, INC. 401(K) 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