Retirement plan

PLATING TECHNOLOGY, INC. TAX DEFERRED SAVINGS PLAN

Name: PLATING TECHNOLOGY, INC. - PLATING TECHNOLOGY, INC. TAX DEFERRED SAVINGS PLAN (2025) Form 5500
Creator: PLATING TECHNOLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLATING TECHNOLOGY, INC. TAX DEFERRED SAVINGS PLAN, PLATING TECHNOLOGY, INC.

PLATING TECHNOLOGY, INC.EIN 31-4394121Plan #001PY 2025

1525 W. RIVER ROAD - DAYTON, OH 45417937-268-6882platingtech.comLinkedIn51-200 employeesautomotive

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+10.5% from 2024

Total participants

-3.5% from 2024

Average account balance

$41,940

+14.6% from 2024

Annual return

13.51%

+4.05 pp from 2024

Benchmarks

See 8,445 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort8,445 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.44M

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.

178.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$296K

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

+13.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4960

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$407K

$8841 / participant

Other / not subdivided$407K100.0%

% of EOY assets

11.826%

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

$41,940

$95,404-56.0%

$113,397-63.0%

$82,637-49.2%

Participation rate

100.0%

72.8%+27.2pp

76.5%+23.5pp

68.1%+31.9pp

Annual return

13.51%

19.08%-5.6pp

23.20%-9.7pp

53.51%-40.0pp

Employer contribution / active EE

$2,199

$2,307-4.7%

$2,977-26.1%

$2,552-13.8%

Participant deferral / active EE

$4,228

$4,220+0.2%

$5,076-16.7%

$4,126+2.5%

Admin fee / account holder

$4,960

$9,168-45.9%

$11,957-58.5%

$7,339-32.4%

PLATING TECHNOLOGY, INC. TAX DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLATING TECHNOLOGY, INC. TAX DEFERRED SAVINGS 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