Retirement plan

ALL SERVICES LEASING INC 401K PS PLAN

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

ALL SERVICES LEASING INCEIN 22-2930210Plan #001PY 2024

P O BOX 560 - WILLIAMSTOWN, NJ 08094856-875-1200LinkedIn51-200 employeespackage/freight delivery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+13.6% from 2023

Total participants

107

-8.5% from 2023

Average account balance

$35,350

+23.3% from 2023

Annual return

13.60%

-5.09 pp from 2023

Benchmarks

See 4,597 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort4,597 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.55M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

104

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.

148.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$354K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1342

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 codes2E2F2G2J2T3D

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.

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

$259K

$3707 / participant

Other / not subdivided$259K100.0%

% of EOY assets

6.925%

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

$35,350

$56,063-36.9%

$76,051-53.5%

$80,911-56.3%

Participation rate

98.6%

62.0%+36.5pp

69.1%+29.5pp

67.6%+30.9pp

Annual return

13.60%

20.54%-6.9pp

360.42%-346.8pp

35.63%-22.0pp

Employer contribution / active EE

$571

$1,874-69.5%

$2,690-78.8%

$2,756-79.3%

Participant deferral / active EE

$2,776

$3,052-9.1%

$4,257-34.8%

$4,297-35.4%

Admin fee / account holder

$2,448

$5,240-53.3%

$6,416-61.8%

$6,935-64.7%

ALL SERVICES LEASING INC 401K PS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL SERVICES LEASING INC 401K PS 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