Retirement plan

DEPENDABLE TRANSPORTATION INC 401(K) PROFIT SHARING PLAN & TRUST

Name: DEPENDABLE TRANSPORTATION INC - DEPENDABLE TRANSPORTATION INC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: DEPENDABLE TRANSPORTATION INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEPENDABLE TRANSPORTATION INC 401(K) PROFIT SHARING PLAN & TRUST, DEPENDABLE TRANSPORTATION INC

DEPENDABLE TRANSPORTATION INCEIN 27-1116782Plan #001PY 2025

PO BOX PO BOX 1149 - PARIS, IL 619445149877-384-5623

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$321K

+16.7% from 2024

Total participants

0.0% from 2024

Average account balance

$45,809

+16.7% from 2024

Annual return

11.28%

+2.39 pp from 2024

Benchmarks

See 3,066 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort3,066 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$321K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

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

+11.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$120

$17 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.037%

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

$45,809

$106,588-57.0%

$94,215-51.4%

$155,188-70.5%

Participation rate

85.7%

74.3%+11.4pp

70.0%+15.8pp

80.8%+4.9pp

Annual return

11.28%

29.39%-18.1pp

28.22%-16.9pp

148.84%-137.6pp

Employer contribution / active EE

$3,080-100.0%

$2,675-100.0%

$4,248-100.0%

Participant deferral / active EE

$2,130

$4,802-55.7%

$4,276-50.2%

$6,531-67.4%

Admin fee / account holder

$17

$12,281-99.9%

$10,216-99.8%

$14,480-99.9%

DEPENDABLE TRANSPORTATION INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEPENDABLE TRANSPORTATION INC 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