Retirement plan

JOSHLIN CHB, INC. RETIREMENT PLAN

Name: JOSHLIN CHB, INC. - JOSHLIN CHB, INC. RETIREMENT PLAN (2025) Form 5500
Creator: JOSHLIN CHB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOSHLIN CHB, INC. RETIREMENT PLAN, JOSHLIN CHB, INC.

JOSHLIN CHB, INC.EIN 26-1703419Plan #002PY 2025

18411 CRENSHAW BLVD STE 418 - TORRANCE, CA 90504310-800-0431

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$49K

+56.0% from 2024

Total participants

0.0% from 2024

Average account balance

$24,732

+56.0% from 2024

Annual return

18.23%

+11.66 pp from 2024

Benchmarks

See 1,371 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,371 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$49K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.23%

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 codes2E2J2S3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$24,732

$116,167-78.7%

$64,489-61.6%

$137,256-82.0%

Participation rate

100.0%

68.2%+31.8pp

67.7%+32.3pp

80.0%+20.0pp

Annual return

18.23%

36.55%-18.3pp

55.03%-36.8pp

220.34%-202.1pp

Employer contribution / active EE

$9,108

$2,483+266.9%

$1,523+498.0%

$4,156+119.2%

Participant deferral / active EE

$2,862

$4,215-32.1%

$2,778+3.0%

$6,407-55.3%

Admin fee / account holder

$6,188-100.0%

$4,260-100.0%

$12,270-100.0%

JOSHLIN CHB, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOSHLIN CHB, INC. RETIREMENT 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