Retirement plan

DEALERS INDUSTRIAL EQUIPMENT, LLC 401K PLAN

Name: DEALERS ELECTRIC MOTORS LP - DEALERS INDUSTRIAL EQUIPMENT, LLC 401K PLAN (2025) Form 5500
Creator: DEALERS ELECTRIC MOTORS LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEALERS INDUSTRIAL EQUIPMENT, LLC 401K PLAN, DEALERS ELECTRIC MOTORS LP

DEALERS ELECTRIC MOTORS LPEIN 11-3111819Plan #004PY 2025

P.O. BOX 795 - HILLSIDE, NJ 07205908-688-1966

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$6M

+20.4% from 2024

Total participants

0.0% from 2024

Average account balance

$544,109

+20.4% from 2024

Annual return

14.58%

-0.67 pp from 2024

Benchmarks

See 15,684 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort15,684 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.99M

Not enough data

1 years with asset history on file

Average account balance

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

$544K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$292K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$126

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$138 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.023%

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

$544,109

$184,014+195.7%

$161,149+237.6%

$138,895+291.7%

Participation rate

100.0%

82.1%+17.9pp

78.8%+21.2pp

79.9%+20.1pp

Annual return

14.58%

21.52%-6.9pp

21.16%-6.6pp

145.39%-130.8pp

Employer contribution / active EE

$17,539

$5,055+246.9%

$4,360+302.3%

$4,194+318.2%

Participant deferral / active EE

$11,702

$6,909+69.4%

$6,153+90.2%

$6,396+83.0%

Admin fee / account holder

$126

$18,027-99.3%

$15,194-99.2%

$12,562-99.0%

DEALERS INDUSTRIAL EQUIPMENT, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEALERS INDUSTRIAL EQUIPMENT, LLC 401K 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