Retirement plan

K-LINE HAULING, LLC RETIREMENT PLAN

Name: K-LINE HAULING, LLC - K-LINE HAULING, LLC RETIREMENT PLAN (2024) Form 5500
Creator: K-LINE HAULING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, K-LINE HAULING, LLC RETIREMENT PLAN, K-LINE HAULING, LLC

K-LINE HAULING, LLCEIN 27-3157851Plan #001PY 2024

755 S NEW BALLAS SUITE 150 - ST. LOUIS, MO 63141314-994-1616LinkedIn1-10 employeespackage/freight delivery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$464K

+25.6% from 2023

Total participants

+16.7% from 2023

Average account balance

$42,205

+25.6% from 2023

Annual return

9.99%

-3.46 pp from 2023

Benchmarks

See 9,725 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$464K

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

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

+9.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1362

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 codes2E2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$15K

$1249 / participant

Other / not subdivided$15K100.0%

% of EOY assets

3.227%

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

$42,205

$90,691-53.5%

$76,119-44.6%

$145,884-71.1%

Participation rate

75.0%

74.5%+0.5pp

69.1%+5.9pp

80.3%-5.3pp

Annual return

9.99%

624.52%-614.5pp

361.25%-351.3pp

551.85%-541.9pp

Employer contribution / active EE

$2,916

$3,329-12.4%

$2,693+8.3%

$4,662-37.5%

Participant deferral / active EE

$2,743

$5,167-46.9%

$4,259-35.6%

$6,690-59.0%

Admin fee / account holder

$1,362

$8,383-83.8%

$6,421-78.8%

$13,392-89.8%

K-LINE HAULING, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

K-LINE HAULING, LLC 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