Retirement plan

IMPERIAL PUNCH & MANUFACTURING, INC. RETIREMENT SAVINGS PLAN

Name: IMPERIAL PUNCH & MANUFACTURING, INC. - IMPERIAL PUNCH & MANUFACTURING, INC. RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: IMPERIAL PUNCH & MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMPERIAL PUNCH & MANUFACTURING, INC. RETIREMENT SAVINGS PLAN, IMPERIAL PUNCH & MANUFACTURING, INC.

IMPERIAL PUNCH & MANUFACTURING, INC.EIN 36-2765430Plan #001PY 2025

2016 23RD AVENUE - ROCKFORD, IL 61104815-226-8200imperialpunch.comLinkedIn11-50 employeesmechanical or industrial engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-0.1% from 2024

Total participants

0.0% from 2024

Average account balance

$54,052

+4.3% from 2024

Annual return

15.07%

+1.16 pp from 2024

Benchmarks

See 15,543 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort15,543 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

104.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14206

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 codes2E2F2G2J3D

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.
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

$327K

$14852 / participant

Other / not subdivided$327K100.0%

% of EOY assets

26.282%

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

$54,052

$126,661-57.3%

$113,397-52.3%

$138,895-61.1%

Participation rate

72.7%

79.4%-6.7pp

76.5%-3.8pp

79.9%-7.2pp

Annual return

15.07%

25.05%-10.0pp

23.20%-8.1pp

145.39%-130.3pp

Employer contribution / active EE

$1,077

$3,456-68.8%

$2,977-63.8%

$4,194-74.3%

Participant deferral / active EE

$4,764

$5,693-16.3%

$5,076-6.2%

$6,396-25.5%

Admin fee / account holder

$14,206

$14,549-2.4%

$11,957+18.8%

$12,562+13.1%

IMPERIAL PUNCH & MANUFACTURING, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMPERIAL PUNCH & MANUFACTURING, INC. RETIREMENT SAVINGS 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