Retirement plan

BOYER-ROSENE MOVING AND STORAGE, INC. PROFIT SHARING PLAN FOR UNION EMPLOYEES

Name: BOYER-ROSENE MOVING AND STORAGE, INC. - BOYER-ROSENE MOVING AND STORAGE, INC. PROFIT SHARING PLAN FOR UNION EMPLOYEES (2025) Form 5500
Creator: BOYER-ROSENE MOVING AND STORAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOYER-ROSENE MOVING AND STORAGE, INC. PROFIT SHARING PLAN FOR UNION EMPLOYEES, BOYER-ROSENE MOVING AND STORAGE, INC.

BOYER-ROSENE MOVING AND STORAGE, INC.EIN 36-2481086Plan #002PY 2025

2638 S CLEARBROOK DR - ARLINGTON HEIGHTS, IL 60005847-513-9031boyer-rosene.comLinkedIn51-200 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#001Retirement-$2.0M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+11.2% from 2024

Total participants

-4.3% from 2024

Average account balance

$83,813

+27.9% from 2024

Annual return

9.07%

-0.59 pp from 2024

Benchmarks

See 7,954 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,954 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4955

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 codes2E2F2J2T3D3H

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).
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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$99K

$5506 / participant

Other / not subdivided$99K100.0%

% of EOY assets

5.912%

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

$83,813

$87,166-3.8%

$76,735+9.2%

$137,256-38.9%

Participation rate

88.9%

74.4%+14.5pp

69.5%+19.4pp

80.0%+8.9pp

Annual return

9.07%

26.50%-17.4pp

29.77%-20.7pp

220.34%-211.3pp

Employer contribution / active EE

$3,868

$2,904+33.2%

$2,454+57.6%

$4,156-6.9%

Participant deferral / active EE

$2,693

$4,726-43.0%

$4,088-34.1%

$6,407-58.0%

Admin fee / account holder

$4,955

$8,403-41.0%

$7,189-31.1%

$12,270-59.6%

BOYER-ROSENE MOVING AND STORAGE, INC. PROFIT SHARING PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOYER-ROSENE MOVING AND STORAGE, INC. PROFIT SHARING PLAN FOR UNION EMPLOYEES

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