Retirement plan

ALL ABOARD MANAGEMENT LLC 401K RETIREMENT PLAN

Name: ALL ABOARD MANAGEMENT, LLC - ALL ABOARD MANAGEMENT LLC 401K RETIREMENT PLAN (2025) Form 5500
Creator: ALL ABOARD MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL ABOARD MANAGEMENT LLC 401K RETIREMENT PLAN, ALL ABOARD MANAGEMENT, LLC

ALL ABOARD MANAGEMENT, LLCEIN 34-1978208Plan #001PY 2025

5111 RIDGEWOOD AVE SUITE 201 - PORT ORANGE, FL 321275170386-736-2280LinkedIn11-50 employeesinvestment management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+12.3% from 2024

Total participants

-1.1% from 2024

Average account balance

$28,173

+10.6% from 2024

Annual return

14.75%

-1.85 pp from 2024

Benchmarks

See 355 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants25-99

Cohort355 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

89.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$334K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6027

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 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

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

$392K

$5366 / participant

Other / not subdivided$392K100.0%

% of EOY assets

21.392%

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

$28,173

$98,652-71.4%

$142,942-80.3%

$82,448-65.8%

Participation rate

71.2%

72.8%-1.5pp

76.8%-5.6pp

68.1%+3.2pp

Annual return

14.75%

22.65%-7.9pp

113.70%-99.0pp

41.64%-26.9pp

Employer contribution / active EE

$1,484

$3,211-53.8%

$4,139-64.2%

$2,551-41.8%

Participant deferral / active EE

$3,092

$5,580-44.6%

$7,128-56.6%

$4,139-25.3%

Admin fee / account holder

$6,027

$8,078-25.4%

$12,475-51.7%

$7,234-16.7%

ALL ABOARD MANAGEMENT LLC 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL ABOARD MANAGEMENT LLC 401K 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