Retirement plan

ALL PHASE POWER AND LIGHTING, INC. 401(K) PLAN

Name: ALL PHASE POWER AND LIGHTING, INC. - ALL PHASE POWER AND LIGHTING, INC. 401(K) PLAN (2024) Form 5500
Creator: ALL PHASE POWER AND LIGHTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL PHASE POWER AND LIGHTING, INC. 401(K) PLAN, ALL PHASE POWER AND LIGHTING, INC.

ALL PHASE POWER AND LIGHTING, INC.EIN 34-1630646Plan #001PY 2024

PO BOX 2515 - SANDUSKY, OH 44870419-626-8140allphasepl.comLinkedIn11-50 employeesconstruction

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$557K

-55.2% from 2023

Total participants

-66.7% from 2023

Average account balance

$278,294

+34.3% from 2023

Annual return

9.01%

-2.05 pp from 2023

Benchmarks

See 54,852 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,852 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$557K

Not enough data

1 years with asset history on file

Average account balance

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

$278K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$414486

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$829K

$414486 / participant

Other / not subdivided$829K100.0%

% of EOY assets

148.938%

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

$278,294

$110,337+152.2%

$102,383+171.8%

$145,877+90.8%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

9.01%

24.83%-15.8pp

24.94%-15.9pp

551.28%-542.3pp

Employer contribution / active EE

$6,647

$4,216+57.7%

$3,870+71.7%

$4,663+42.5%

Participant deferral / active EE

$8,456

$5,621+50.4%

$5,060+67.1%

$6,691+26.4%

Admin fee / account holder

$414,486

$9,750+4151.3%

$8,391+4839.4%

$13,402+2992.7%

ALL PHASE POWER AND LIGHTING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL PHASE POWER AND LIGHTING, INC. 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