Retirement plan

NORTH STAR TRAFFIC SERVICE, INC 401(K) PROFIT SHARING PLAN

Name: NORTH STAR TRAFFIC SERVICE, INC. - NORTH STAR TRAFFIC SERVICE, INC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: NORTH STAR TRAFFIC SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH STAR TRAFFIC SERVICE, INC 401(K) PROFIT SHARING PLAN, NORTH STAR TRAFFIC SERVICE, INC.

NORTH STAR TRAFFIC SERVICE, INC.EIN 22-2609847Plan #001PY 2022

P.O. BOX 2103 - MEDFORD LAKES, NJ 08055609-927-9122northstartraffic.comLinkedIn11-50 employeeslogistics and supply chain

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$13K

No prior year

Total participants

No prior year

Average account balance

$4,364

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,690 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,690 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$189K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$15

$4 / participant

Other / not subdivided$15100.0%

% of EOY assets

0.115%

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

$4,364

$82,288-94.7%

$68,794-93.7%

$134,509-96.8%

Participation rate

75.0%

75.1%-0.1pp

69.0%+6.0pp

81.2%-6.2pp

Annual return

0.00%

-2.19%+2.2pp

-6.37%+6.4pp

418.13%-418.1pp

Employer contribution / active EE

$572

$3,301-82.7%

$2,656-78.5%

$4,741-87.9%

Participant deferral / active EE

$2,637

$4,738-44.4%

$3,941-33.1%

$6,400-58.8%

Admin fee / account holder

$6,482-99.9%

$4,934-99.9%

$11,427-100.0%

NORTH STAR TRAFFIC SERVICE, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH STAR TRAFFIC SERVICE, INC 401(K) PROFIT SHARING 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