Retirement plan

PLEVNA IMPLEMENT CO., INC. 401(K) PLAN

Name: PLEVNA IMPLEMENT CO., INC. - PLEVNA IMPLEMENT CO., INC. 401(K) PLAN (2025) Form 5500
Creator: PLEVNA IMPLEMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLEVNA IMPLEMENT CO., INC. 401(K) PLAN, PLEVNA IMPLEMENT CO., INC.

PLEVNA IMPLEMENT CO., INC.EIN 35-1079213Plan #001PY 2025

1998 W CLARK STREET - RENSSELAER, IN 47978765-628-3374plevnaimplement.comLinkedIn11-50 employeesfarming

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.6M

+19.1% from 2024

Total participants

+27.6% from 2024

Average account balance

$93,753

-6.8% from 2024

Annual return

18.63%

+4.84 pp from 2024

Benchmarks

See 6,321 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort6,321 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.63M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

155.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$347K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3402

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$313K

$5305 / participant

Other / not subdivided$313K100.0%

% of EOY assets

3.629%

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

$93,753

$108,825-13.8%

$156,181-40.0%

$82,448+13.7%

Participation rate

91.5%

72.4%+19.2pp

78.8%+12.7pp

68.1%+23.5pp

Annual return

18.63%

20.59%-2.0pp

64.87%-46.2pp

41.64%-23.0pp

Employer contribution / active EE

$2,228

$2,870-22.4%

$4,294-48.1%

$2,551-12.7%

Participant deferral / active EE

$3,648

$4,577-20.3%

$6,132-40.5%

$4,139-11.9%

Admin fee / account holder

$3,402

$9,341-63.6%

$14,586-76.7%

$7,234-53.0%

PLEVNA IMPLEMENT CO., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLEVNA IMPLEMENT CO., 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