Retirement plan

C&S TRANSPORTATION, INC. 401(K) PLAN

Name: C&S TRANSPORTATION, INC. - C&S TRANSPORTATION, INC. 401(K) PLAN (2023) Form 5500
Creator: C&S TRANSPORTATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C&S TRANSPORTATION, INC. 401(K) PLAN, C&S TRANSPORTATION, INC.

C&S TRANSPORTATION, INC.EIN 20-1887331Plan #002PY 2023

1043 JASON PL - DIAMOND BAR, CA 917654372626-362-2379

Other plans on this EIN

1 filing

#001Retirement-$2.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$554K

+40.3% from 2022

Total participants

-20.0% from 2022

Average account balance

$69,282

+75.4% from 2022

Annual return

15.03%

+35.15 pp from 2022

Benchmarks

See 9,381 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,381 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$731K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

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

$15K

$1922 / participant

Other / not subdivided$15K100.0%

% of EOY assets

2.774%

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

$69,282

$85,060-18.5%

$70,565-1.8%

$139,487-50.3%

Participation rate

100.0%

73.9%+26.1pp

68.4%+31.6pp

80.3%+19.7pp

Annual return

15.03%

30.39%-15.4pp

32.79%-17.8pp

373.84%-358.8pp

Employer contribution / active EE

$11,938

$3,912+205.2%

$2,976+301.2%

$4,755+151.1%

Participant deferral / active EE

$2,469

$5,891-58.1%

$4,568-46.0%

$6,713-63.2%

Admin fee / account holder

$1,922

$8,932-78.5%

$6,430-70.1%

$11,407-83.2%

C&S TRANSPORTATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C&S TRANSPORTATION, 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