Retirement plan

TRANS KNIGHTS, INC. RETIREMENT PLAN

Name: TRANS KNIGHTS, INC. - TRANS KNIGHTS, INC. RETIREMENT PLAN (2024) Form 5500
Creator: TRANS KNIGHTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRANS KNIGHTS, INC. RETIREMENT PLAN, TRANS KNIGHTS, INC.

TRANS KNIGHTS, INC.EIN 26-0685695Plan #001PY 2024

18030 CORTNEY CT. - CITY OF INDUSTRY, CA 91748909-206-0099transknights.comLinkedIn11-50 employeeslogistics and supply chain

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$523K

+47.9% from 2023

Total participants

-4.0% from 2023

Average account balance

$27,540

+63.5% from 2023

Annual return

14.39%

-9.18 pp from 2023

Benchmarks

See 1,611 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,611 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$523K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1976

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 codes2G2J3D

Plan features

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$38K

$2086 / participant

Other / not subdivided$38K100.0%

% of EOY assets

7.174%

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

$27,540

$123,854-77.8%

$69,623-60.4%

$145,884-81.1%

Participation rate

72.2%

69.2%+3.0pp

66.4%+5.8pp

80.3%-8.1pp

Annual return

14.39%

192.35%-178.0pp

101.23%-86.8pp

551.85%-537.5pp

Employer contribution / active EE

$2,396

$2,673-10.4%

$1,709+40.2%

$4,662-48.6%

Participant deferral / active EE

$6,279

$4,242+48.0%

$2,890+117.3%

$6,690-6.1%

Admin fee / account holder

$1,976

$7,822-74.7%

$4,696-57.9%

$13,392-85.2%

TRANS KNIGHTS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRANS KNIGHTS, INC. 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