Retirement plan

A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESS 401(K) PLAN

Name: A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESS - A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESS 401(K) PLAN (2025) Form 5500
Creator: A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESS 401(K) PLAN, A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESS

A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESSEIN 27-2035925Plan #001PY 2025

3054 HIGHWAY 5 - THOMASVILLE, AL 36784

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$745K

+26.0% from 2024

Total participants

0.0% from 2024

Average account balance

$74,479

+26.0% from 2024

Annual return

14.61%

-1.59 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$745K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1326

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 codes2F2G2J2T3D

Plan features

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

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

$13K

$1205 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.780%

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

$74,479

$70,366+5.8%

$66,674+11.7%

$138,895-46.4%

Participation rate

90.9%

76.2%+14.7pp

73.7%+17.2pp

79.9%+11.0pp

Annual return

14.61%

386.41%-371.8pp

321.24%-306.6pp

145.39%-130.8pp

Employer contribution / active EE

$2,363

$2,765-14.6%

$2,620-9.8%

$4,194-43.7%

Participant deferral / active EE

$3,762

$4,374-14.0%

$4,084-7.9%

$6,396-41.2%

Admin fee / account holder

$1,326

$5,262-74.8%

$5,098-74.0%

$12,562-89.4%

A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A-1 SERVICES LLC, DBA MOBIL1 LUBE EXPRESS 401(K) 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