Retirement plan

SMOKER DOOR SALES 401(K) RETIREMENT PLAN

Name: SMOKER DOOR SALES, LLC - SMOKER DOOR SALES 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: SMOKER DOOR SALES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMOKER DOOR SALES 401(K) RETIREMENT PLAN, SMOKER DOOR SALES, LLC

SMOKER DOOR SALES, LLCEIN 23-3010106Plan #001PY 2025

87 N. KINZER ROAD - KINZERS, PA 17535717-442-5070smokerdoorsales.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$805K

+51.1% from 2024

Total participants

+2.9% from 2024

Average account balance

$22,363

+46.9% from 2024

Annual return

21.54%

+2.65 pp from 2024

Benchmarks

See 7,520 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort7,520 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$805K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$437

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$16K

$582 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.952%

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

$22,363

$93,345-76.0%

$119,126-81.2%

$87,485-74.4%

Participation rate

100.0%

68.7%+31.3pp

75.8%+24.2pp

68.9%+31.1pp

Annual return

21.54%

19.08%+2.5pp

282.11%-260.6pp

26.06%-4.5pp

Employer contribution / active EE

$2,542

$3,172-19.9%

$4,034-37.0%

$2,596-2.1%

Participant deferral / active EE

$3,860

$4,099-5.8%

$5,318-27.4%

$4,274-9.7%

Admin fee / account holder

$437

$8,039-94.6%

$10,693-95.9%

$7,775-94.4%

SMOKER DOOR SALES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMOKER DOOR SALES 401(K) RETIREMENT 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