Retirement plan

BLS TRUCKING, INC. PROFIT SHARING PLAN

Name: BLS TRUCKING, INC. - BLS TRUCKING, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: BLS TRUCKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLS TRUCKING, INC. PROFIT SHARING PLAN, BLS TRUCKING, INC.

BLS TRUCKING, INC.EIN 31-1416094Plan #001PY 2024

1730 DALTON DRIVE - NEW CARLISLE, OH 45344937-224-0494blstrucking.comLinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.2M

+17.6% from 2023

Total participants

332

+8.9% from 2023

Average account balance

$36,869

+7.7% from 2023

Annual return

11.82%

-0.25 pp from 2023

Benchmarks

See 1,231 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,231 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.40M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

269

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

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$440

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
CREATIVE RETIREMENT SYSTEMS, INC.2 years Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207	Recordkeeping	$8,975

Plan features & details

Pension benefit codes2A2E3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$92K

$432 / participant

Other / not subdivided$92K100.0%

% of EOY assets

0.754%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KENTNER SELLERS, LLP
Auditor EIN: 310787612
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,869

$54,558-32.4%

$76,051-51.5%

$74,400-50.4%

Participation rate

99.5%

60.3%+39.2pp

69.1%+30.5pp

67.2%+32.3pp

Annual return

11.82%

31.83%-20.0pp

360.42%-348.6pp

1367.51%-1355.7pp

Employer contribution / active EE

$5,634

$1,778+216.9%

$2,690+109.5%

$2,624+114.7%

Participant deferral / active EE

$3,065-100.0%

$4,257-100.0%

$4,348-100.0%

Admin fee / account holder

$278

$2,232-87.5%

$6,416-95.7%

$1,944-85.7%

Provider

Service type

Compensation

CREATIVE RETIREMENT SYSTEMS, INC.2 years

Filed as: CREATIVE RETIREMENT SYSTEMS

Service code 15 · EIN 31-1299207

Recordkeeping

$8,975

BLS TRUCKING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLS TRUCKING, INC. PROFIT SHARING 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