Retirement plan

AUTOMATIC APPLIANCE PARTS CORPORATION EMPLOYEES' PROFIT SHARING AND 401(K) PLAN

Name: AUTOMATIC APPLIANCE PARTS CORPORATION - AUTOMATIC APPLIANCE PARTS CORPORATION EMPLOYEES' PROFIT SHARING AND 401(K) PLAN (2025) Form 5500
Creator: AUTOMATIC APPLIANCE PARTS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTOMATIC APPLIANCE PARTS CORPORATION EMPLOYEES' PROFIT SHARING AND 401(K) PLAN, AUTOMATIC APPLIANCE PARTS CORPORATION

AUTOMATIC APPLIANCE PARTS CORPORATIONEIN 36-2652211Plan #001PY 2025

7757 W. LAWRENCE - NORRIDGE, IL 60706708-453-8384automaticappliance.comLinkedIn11-50 employeeswholesale

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$8.3M

+8.5% from 2024

Total participants

-2.6% from 2024

Average account balance

$231,139

+8.5% from 2024

Annual return

10.92%

-1.11 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

$8.32M

Not enough data

1 years with asset history on file

Average account balance

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

$231K

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9129

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

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

$329K

$10954 / participant

Other / not subdivided$329K100.0%

% of EOY assets

3.949%

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

$231,139

$108,825+112.4%

$156,181+48.0%

$82,448+180.3%

Participation rate

96.7%

72.4%+24.3pp

78.8%+17.8pp

68.1%+28.6pp

Annual return

10.92%

20.59%-9.7pp

64.87%-54.0pp

41.64%-30.7pp

Employer contribution / active EE

$1,384

$2,870-51.8%

$4,294-67.8%

$2,551-45.7%

Participant deferral / active EE

$2,420

$4,577-47.1%

$6,132-60.5%

$4,139-41.5%

Admin fee / account holder

$9,129

$9,341-2.3%

$14,586-37.4%

$7,234+26.2%

AUTOMATIC APPLIANCE PARTS CORPORATION EMPLOYEES' PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTOMATIC APPLIANCE PARTS CORPORATION EMPLOYEES' PROFIT SHARING AND 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