Retirement plan

DOLPHIN LOGISTICS, INC. 401(K) PLAN

Name: DOLPHIN LOGISTICS, INC. - DOLPHIN LOGISTICS, INC. 401(K) PLAN (2024) Form 5500
Creator: DOLPHIN LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOLPHIN LOGISTICS, INC. 401(K) PLAN, DOLPHIN LOGISTICS, INC.

DOLPHIN LOGISTICS, INC.EIN 20-2779149Plan #001PY 2024

1944 EAST VISTA BELLA WAY - RANCHO DOMINGUEZ, CA 90220626-934-8886dolphin-usa.comLinkedIn11-50 employeeslogistics and supply chain

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$333K

+46.8% from 2023

Total participants

+26.7% from 2023

Average account balance

$33,271

+32.1% from 2023

Annual return

14.44%

-1.58 pp from 2023

Benchmarks

See 9,715 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,715 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$333K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

55.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$578

$32 / participant

Other / not subdivided$578100.0%

% of EOY assets

0.174%

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

$33,271

$90,530-63.2%

$76,030-56.2%

$145,897-77.2%

Participation rate

50.0%

74.4%-24.4pp

69.1%-19.1pp

80.3%-30.3pp

Annual return

14.44%

625.08%-610.6pp

361.54%-347.1pp

552.29%-537.9pp

Employer contribution / active EE

$1,624

$3,319-51.1%

$2,688-39.6%

$4,663-65.2%

Participant deferral / active EE

$2,451

$5,164-52.5%

$4,257-42.4%

$6,689-63.4%

Admin fee / account holder

$58

$8,383-99.3%

$6,421-99.1%

$13,390-99.6%

DOLPHIN LOGISTICS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOLPHIN LOGISTICS, 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