Retirement plan

NORTHWESTERN EQUIPMENT LEASING CORP 401K SIMPLE PLAN

Name: NORTHWESTERN EQUIPMENT LEASING CORP - NORTHWESTERN EQUIPMENT LEASING CORP 401K SIMPLE PLAN (2025) Form 5500
Creator: NORTHWESTERN EQUIPMENT LEASING CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWESTERN EQUIPMENT LEASING CORP 401K SIMPLE PLAN, NORTHWESTERN EQUIPMENT LEASING CORP

NORTHWESTERN EQUIPMENT LEASING CORPEIN 34-0936891Plan #001PY 2025

P.O. BOX 125 - KALIDA, OH 458530125419-532-3072

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$512K

+16.9% from 2024

Total participants

0.0% from 2024

Average account balance

$51,217

+16.9% from 2024

Annual return

11.13%

+0.57 pp from 2024

Benchmarks

See 3,066 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort3,066 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$512K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

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

+11.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$620

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 codes2E2F2G2J

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.

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

$6K

$886 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.211%

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

$51,217

$106,588-51.9%

$94,215-45.6%

$155,188-67.0%

Participation rate

100.0%

74.3%+25.7pp

70.0%+30.0pp

80.8%+19.2pp

Annual return

11.13%

29.39%-18.3pp

28.22%-17.1pp

148.84%-137.7pp

Employer contribution / active EE

$1,620

$3,080-47.4%

$2,675-39.4%

$4,248-61.9%

Participant deferral / active EE

$2,890

$4,802-39.8%

$4,276-32.4%

$6,531-55.7%

Admin fee / account holder

$620

$12,281-95.0%

$10,216-93.9%

$14,480-95.7%

NORTHWESTERN EQUIPMENT LEASING CORP 401K SIMPLE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWESTERN EQUIPMENT LEASING CORP 401K SIMPLE 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