Retirement plan

THE BONNOT COMPANY 401(K) RETIREMENT PLAN

Name: THE BONNOT COMPANY - THE BONNOT COMPANY 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: THE BONNOT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BONNOT COMPANY 401(K) RETIREMENT PLAN, THE BONNOT COMPANY

THE BONNOT COMPANYEIN 34-0254460Plan #001PY 2025

1301 HOME AVENUE - AKRON, OH 44310330-896-6544thebonnotco.comLinkedIn11-50 employeesmachinery

Other plans on this EIN

1 filing

#003Retirement-$905K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

-7.2% from 2024

Total participants

+3.2% from 2024

Average account balance

$130,615

-19.6% from 2024

Annual return

18.32%

+0.04 pp from 2024

Benchmarks

See 9,247 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,247 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$216K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+18.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43600

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 codes2E2J2F2G3D2T

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.
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

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

$1.3M

$48444 / participant

Other / not subdivided$1M100.0%

% of EOY assets

33.380%

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

$130,615

$51,638+152.9%

$68,368+91.0%

$82,448+58.4%

Participation rate

92.6%

63.6%+29.0pp

73.8%+18.8pp

68.1%+24.5pp

Annual return

18.32%

37.53%-19.2pp

292.57%-274.3pp

41.64%-23.3pp

Employer contribution / active EE

$2,412

$2,047+17.9%

$2,649-8.9%

$2,551-5.4%

Participant deferral / active EE

$5,593

$2,914+92.0%

$4,123+35.7%

$4,139+35.1%

Admin fee / account holder

$43,600

$4,643+839.0%

$5,150+746.6%

$7,234+502.7%

THE BONNOT COMPANY 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BONNOT COMPANY 401(K) 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