Retirement plan

AMERICAN FIXTURE & DISPLAY COR 401(K) PROFIT SHARING PLAN & TRUST

Name: AMERICAN FIXTURE & DISPLAY COR - AMERICAN FIXTURE & DISPLAY COR 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: AMERICAN FIXTURE & DISPLAY COR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN FIXTURE & DISPLAY COR 401(K) PROFIT SHARING PLAN & TRUST, AMERICAN FIXTURE & DISPLAY COR

AMERICAN FIXTURE & DISPLAY COREIN 11-2525727Plan #001PY 2025

6545 OTTO RD - GLENDALE, NY 113856204718-463-2176americanfixture.comLinkedIn11-50 employeesevents services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.9M

-7.6% from 2024

Total participants

+12.1% from 2024

Average account balance

$54,571

-9.3% from 2024

Annual return

12.86%

+3.45 pp from 2024

Benchmarks

See 2,538 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.95M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

142.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14889

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$804K

$21158 / participant

Other / not subdivided$804K100.0%

% of EOY assets

27.283%

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

$54,571

$84,953-35.8%

$163,379-66.6%

$82,637-34.0%

Participation rate

71.1%

65.9%+5.1pp

76.8%-5.8pp

68.1%+3.0pp

Annual return

12.86%

23.07%-10.2pp

63.41%-50.5pp

53.51%-40.6pp

Employer contribution / active EE

$1,273

$2,183-41.7%

$3,752-66.1%

$2,552-50.1%

Participant deferral / active EE

$2,156

$4,326-50.2%

$6,282-65.7%

$4,126-47.7%

Admin fee / account holder

$14,889

$7,921+88.0%

$9,818+51.6%

$7,339+102.9%

AMERICAN FIXTURE & DISPLAY COR 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN FIXTURE & DISPLAY COR 401(K) PROFIT SHARING PLAN & TRUST

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