Retirement plan

CLIPPER COURIER LOGISTICS, INC. 401(K) PROFIT-SHARING PLAN AND TRUST

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

CLIPPER COURIER LOGISTICS, INC.EIN 31-1071839Plan #001PY 2025

531 E. THIRD STREET - DAYTON, OH 45402937-293-7854clippercourierlogistics.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$111K

+48.1% from 2024

Total participants

-7.7% from 2024

Average account balance

$9,222

+60.4% from 2024

Annual return

7.68%

-12.05 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

$111K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$158

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 codes2E2J2F2G3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$189 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.711%

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

$9,222

$116,167-92.1%

$64,489-85.7%

$137,256-93.3%

Participation rate

100.0%

68.2%+31.8pp

67.7%+32.3pp

80.0%+20.0pp

Annual return

7.68%

36.55%-28.9pp

55.03%-47.3pp

220.34%-212.7pp

Employer contribution / active EE

$1,058

$2,483-57.4%

$1,523-30.5%

$4,156-74.5%

Participant deferral / active EE

$1,979

$4,215-53.1%

$2,778-28.8%

$6,407-69.1%

Admin fee / account holder

$158

$6,188-97.5%

$4,260-96.3%

$12,270-98.7%

CLIPPER COURIER LOGISTICS, INC. 401(K) PROFIT-SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLIPPER COURIER LOGISTICS, INC. 401(K) PROFIT-SHARING PLAN AND 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