Retirement plan

BLACKJACK POWER SWIVELS 401K PLAN

Name: BLACKJACK POWER SWIVELS - BLACKJACK POWER SWIVELS 401K PLAN (2025) Form 5500
Creator: BLACKJACK POWER SWIVELS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLACKJACK POWER SWIVELS 401K PLAN, BLACKJACK POWER SWIVELS

BLACKJACK POWER SWIVELSEIN 26-1677437Plan #001PY 2025

2525 MITCHELL RANCH WAY - PASO ROBLES, CA 93446805-239-8686blackjackswivels.comLinkedIn1-10 employeesfood & beverages

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.5M

+28.0% from 2024

Total participants

0.0% from 2024

Average account balance

$210,338

+9.7% from 2024

Annual return

21.57%

+10.54 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+21.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$210,338

$178,174+18.1%

$156,181+34.7%

$137,256+53.2%

Participation rate

66.7%

82.0%-15.4pp

78.8%-12.2pp

80.0%-13.3pp

Annual return

21.57%

84.19%-62.6pp

64.87%-43.3pp

220.34%-198.8pp

Employer contribution / active EE

$1,766

$4,972-64.5%

$4,294-58.9%

$4,156-57.5%

Participant deferral / active EE

$6,476

$6,888-6.0%

$6,132+5.6%

$6,407+1.1%

Admin fee / account holder

$17,404-100.0%

$14,586-100.0%

$12,270-100.0%

BLACKJACK POWER SWIVELS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BLACKJACK POWER SWIVELS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion