Retirement plan

LOREN COOK COMPANY 401(K) PLAN

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

LOREN COOK COMPANYEIN 34-0673236Plan #002PY 2025

2015 E DALE ST - SPRINGFIELD, MO 658034637417-869-6474lorencook.comLinkedIn501-1000 employeesmechanical or industrial engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$47.2M

+9.0% from 2024

Total participants

475

+3.7% from 2024

Average account balance

$100,040

+5.5% from 2024

Annual return

12.10%

-1.03 pp from 2024

Benchmarks

See 420 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort420 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$47.22M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

472

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290	Contract Administrator	$13,977
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$14K

$35 / participant

Contract admin$14K100.0%

% of EOY assets

0.030%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RUBIN BROWN
Auditor EIN: 430765316
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$100,040

$103,024-2.9%

$112,040-10.7%

$79,634+25.6%

Participation rate

99.3%

80.6%+18.7pp

76.5%+22.8pp

62.5%+36.8pp

Annual return

12.10%

17.60%-5.5pp

24.52%-12.4pp

36.46%-24.4pp

Employer contribution / active EE

$1,143

$3,015-62.1%

$2,954-61.3%

$2,529-54.8%

Participant deferral / active EE

$2,943

$5,233-43.8%

$5,098-42.3%

$3,835-23.2%

Admin fee / account holder

$30

$465-93.6%

$12,098-99.8%

$1,002-97.0%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY11+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$13,977

CREATIVE PLANNING LLC2 years

Filed as: CREATIVE PLANNING, LLC

Service code 26 · EIN 84-4519624

Advisory (Participants)

LOREN COOK COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOREN COOK COMPANY 401(K) 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