Retirement plan

C. BLACKBURN INC. RETIREMENT PLAN

Name: C. BLACKBURN INC. - C. BLACKBURN INC. RETIREMENT PLAN (2024) Form 5500
Creator: C. BLACKBURN INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C. BLACKBURN INC. RETIREMENT PLAN, C. BLACKBURN INC.

C. BLACKBURN INC.EIN 14-1803352Plan #001PY 2024

1347 ROUTE 19 - ELIZAVILLE, NY 12523845-756-2261cblackburninc.comLinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$6.1M

+5.9% from 2023

Total participants

197

-2.5% from 2023

Average account balance

$31,705

+7.5% from 2023

Annual return

9.96%

+0.72 pp from 2023

Benchmarks

See 1,225 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,225 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.12M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

193

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$956K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$213

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
ASSUREDPARTNERS NORTHEAST, LLC2 years Filed as: ASSUREDPARTNERS CAPITAL INC Service code 27 200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746	Advisory (Plan)	$29,636
PREMIER RETIREMENT PARTNERS6 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR. STE 401 · MADISON, WI 537172919	Contract Administrator	$11,811
LEAFHOUSE FINANCIAL ADVISORS, LLC6 years Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097	Advisory (Plan)	$2,914
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,419
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$171

Plan features & details

Pension benefit codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$41K

$288 / participant

Recordkeeping$1K3.5%
Investment mgmt$33K79.6%
Contract admin$7K17.0%

% of EOY assets

0.672%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAS PARTNERS, LLC
Auditor EIN: 208779390
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,705

$54,690-42.0%

$76,030-58.3%

$74,478-57.4%

Participation rate

97.2%

60.3%+36.9pp

69.1%+28.1pp

67.2%+30.0pp

Annual return

9.96%

31.92%-22.0pp

361.54%-351.6pp

1370.56%-1360.6pp

Employer contribution / active EE

$6,684

$1,781+275.3%

$2,688+148.7%

$2,626+154.5%

Participant deferral / active EE

$3,070-100.0%

$4,257-100.0%

$4,350-100.0%

Admin fee / account holder

$213

$2,240-90.5%

$6,421-96.7%

$1,946-89.1%

Provider

Service type

Compensation

ASSUREDPARTNERS NORTHEAST, LLC2 years

Filed as: ASSUREDPARTNERS CAPITAL INC

Service code 27

200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746

Advisory (Plan)

$29,636

PREMIER RETIREMENT PARTNERS6 years

Filed as: PREMIER RETIREMENT PARTNERS LLC

Service code 13

8040 EXCELSIOR DR. STE 401 · MADISON, WI 537172919

Contract Administrator

$11,811

LEAFHOUSE FINANCIAL ADVISORS, LLC6 years

Service code 27

6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097

Advisory (Plan)

$2,914

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,419

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$171

C. BLACKBURN INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C. BLACKBURN INC. RETIREMENT 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