Retirement plan

ASSISTED TRANSPORTATION SYSTEMS INC. 401(K) PLAN

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

ASSISTED TRANSPORTATION SYSTEMSEIN 20-4567627Plan #001PY 2024

238 DEVELOPMENT DRIVE - COLUMBIA, KY 42728270-250-4082

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$795K

+47.0% from 2023

Total participants

-10.4% from 2023

Average account balance

$9,240

+64.1% from 2023

Annual return

14.59%

-13.58 pp from 2023

Benchmarks

See 4,589 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort4,589 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$795K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

126.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$202K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$395

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 codes2E2F2G2J2T3D3H

Plan features

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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$34K

$499 / participant

Other / not subdivided$34K100.0%

% of EOY assets

4.271%

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

$9,240

$55,889-83.5%

$76,119-87.9%

$80,935-88.6%

Participation rate

100.0%

62.1%+37.9pp

69.1%+30.9pp

67.7%+32.3pp

Annual return

14.59%

20.58%-6.0pp

361.25%-346.7pp

35.66%-21.1pp

Employer contribution / active EE

$1,171

$1,866-37.2%

$2,693-56.5%

$2,757-57.5%

Participant deferral / active EE

$1,804

$3,051-40.9%

$4,259-57.6%

$4,299-58.0%

Admin fee / account holder

$395

$5,241-92.5%

$6,421-93.9%

$6,924-94.3%

ASSISTED TRANSPORTATION SYSTEMS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSISTED TRANSPORTATION SYSTEMS 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