Retirement plan

POCONO TURF SUPPLY COMPANY, INC. 401(K) PLAN

Name: POCONO TURF SUPPLY COMPANY, INC. - POCONO TURF SUPPLY COMPANY, INC. 401(K) PLAN (2026) Form 5500
Creator: POCONO TURF SUPPLY COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POCONO TURF SUPPLY COMPANY, INC. 401(K) PLAN, POCONO TURF SUPPLY COMPANY, INC.

POCONO TURF SUPPLY COMPANY, INC.EIN 23-2549634Plan #002PY 2026

160 COMMERCE DRIVE, SUITE 300-400 - MONTGOMERYVILLE, PA 18936215-672-9358poconoturf.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$5.6M

+16.0% from 2025

Total participants

-7.1% from 2025

Average account balance

$427,625

+24.9% from 2025

Annual return

8.87%

+3.50 pp from 2025

Benchmarks

See 422 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort422 peers

Snapshot2026

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.56M

Not enough data

1 years with asset history on file

Average account balance

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

$428K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$367K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+8.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1962

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 codes2E2J2G3D2F

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$26K

$2318 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.459%

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

$427,625

$295,923+44.5%

$239,403+78.6%

$382,429+11.8%

Participation rate

100.0%

87.1%+12.9pp

82.2%+17.8pp

87.7%+12.3pp

Annual return

8.87%

1.75%+7.1pp

3.34%+5.5pp

248.85%-240.0pp

Employer contribution / active EE

$21,467

$5,859+266.4%

$4,656+361.1%

$8,036+167.1%

Participant deferral / active EE

$11,864

$4,814+146.4%

$4,239+179.9%

$5,727+107.1%

Admin fee / account holder

$1,962

$26,025-92.5%

$21,121-90.7%

$30,732-93.6%

POCONO TURF SUPPLY COMPANY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POCONO TURF SUPPLY COMPANY, 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