Retirement plan

PRECISION ROLLER EMPLOYEE SAVINGS RETIREMENT PLAN

Name: KUHLMANN ENTERPRISES, INC. - PRECISION ROLLER EMPLOYEE SAVINGS RETIREMENT PLAN (2024) Form 5500
Creator: KUHLMANN ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRECISION ROLLER EMPLOYEE SAVINGS RETIREMENT PLAN, KUHLMANN ENTERPRISES, INC.

KUHLMANN ENTERPRISES, INC.EIN 36-3876386Plan #001PY 2024

2102 W QUAIL AVE STE 1 - PHOENIX, AZ 850272656623-581-3330

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.1M

+6.7% from 2023

Total participants

-7.5% from 2023

Average account balance

$145,059

+18.9% from 2023

Annual return

13.50%

-3.23 pp from 2023

Benchmarks

See 2,434 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,434 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.08M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

109.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$283K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18057

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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$632K

$19750 / participant

Other / not subdivided$632K100.0%

% of EOY assets

12.448%

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

$145,059

$61,815+134.7%

$97,295+49.1%

$80,959+79.2%

Participation rate

93.8%

63.5%+30.3pp

72.7%+21.1pp

67.7%+26.1pp

Annual return

13.50%

-558.73%+572.2pp

75.62%-62.1pp

35.67%-22.2pp

Employer contribution / active EE

$2,732

$1,836+48.8%

$2,723+0.4%

$2,757-0.9%

Participant deferral / active EE

$6,114

$3,027+102.0%

$4,264+43.4%

$4,300+42.2%

Admin fee / account holder

$18,057

$5,166+249.6%

$5,646+219.8%

$6,925+160.7%

PRECISION ROLLER EMPLOYEE SAVINGS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRECISION ROLLER EMPLOYEE SAVINGS 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