Retirement plan

LAUREL FLUID POWER, INC. 401(K) PLAN

Name: LAUREL FLUID POWER, INC. - LAUREL FLUID POWER, INC. 401(K) PLAN (2025) Form 5500
Creator: LAUREL FLUID POWER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAUREL FLUID POWER, INC. 401(K) PLAN, LAUREL FLUID POWER, INC.

LAUREL FLUID POWER, INC.EIN 20-2981343Plan #001PY 2025

1230 PENN AVE - HOLLSOPPLE, PA 15935814-479-4071laurelfluidpower.comLinkedIn1-10 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$521K

+17.5% from 2024

Total participants

+25.0% from 2024

Average account balance

$104,174

-6.0% from 2024

Annual return

14.80%

-4.37 pp from 2024

Benchmarks

See 15,543 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort15,543 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$521K

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

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

+14.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1198

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$6K

$1497 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.150%

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

$104,174

$126,661-17.8%

$113,397-8.1%

$138,895-25.0%

Participation rate

100.0%

79.4%+20.6pp

76.5%+23.5pp

79.9%+20.1pp

Annual return

14.80%

25.05%-10.3pp

23.20%-8.4pp

145.39%-130.6pp

Employer contribution / active EE

$1,989

$3,456-42.5%

$2,977-33.2%

$4,194-52.6%

Participant deferral / active EE

$2,486

$5,693-56.3%

$5,076-51.0%

$6,396-61.1%

Admin fee / account holder

$1,198

$14,549-91.8%

$11,957-90.0%

$12,562-90.5%

LAUREL FLUID POWER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAUREL FLUID POWER, 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