Retirement plan

ARSENBERGER TRUCKING CO 401(K) PROFIT SHARING PLAN & TRUST

Name: ARSENBERGER TRUCKING CO - ARSENBERGER TRUCKING CO 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: ARSENBERGER TRUCKING CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARSENBERGER TRUCKING CO 401(K) PROFIT SHARING PLAN & TRUST, ARSENBERGER TRUCKING CO

ARSENBERGER TRUCKING COEIN 25-1295746Plan #001PY 2024

681 MILL RUN RD - MILL RUN, PA 154641030724-455-2826LinkedIn51-200 employeespackage/freight delivery

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$967K

-9.5% from 2023

Total participants

+5.5% from 2023

Average account balance

$13,817

-17.2% from 2023

Annual return

11.05%

-2.76 pp from 2023

Benchmarks

See 4,585 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort4,585 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$967K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4629

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

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.)

Expense breakdown

Schedule H Part II

Admin total

$324K

$6613 / participant

Other / not subdivided$324K100.0%

% of EOY assets

33.504%

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

$13,817

$55,902-75.3%

$76,030-81.8%

$80,959-82.9%

Participation rate

85.7%

62.1%+23.6pp

69.1%+16.7pp

67.7%+18.0pp

Annual return

11.05%

20.59%-9.5pp

361.54%-350.5pp

35.67%-24.6pp

Employer contribution / active EE

$1,007

$1,867-46.1%

$2,688-62.5%

$2,757-63.5%

Participant deferral / active EE

$976

$3,051-68.0%

$4,257-77.1%

$4,300-77.3%

Admin fee / account holder

$4,629

$5,239-11.6%

$6,421-27.9%

$6,925-33.2%

ARSENBERGER TRUCKING CO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARSENBERGER TRUCKING CO 401(K) PROFIT SHARING PLAN & TRUST

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