Retirement plan

JACOB PRESS' SONS, INC. 401(K) PROFIT SHARING PLAN

Name: JACOB PRESS' SONS, INC. - JACOB PRESS' SONS, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: JACOB PRESS' SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACOB PRESS' SONS, INC. 401(K) PROFIT SHARING PLAN, JACOB PRESS' SONS, INC.

JACOB PRESS' SONS, INC.EIN 36-3903757Plan #001PY 2025

7674 WEST 79TH STREET - BRIDGEVIEW, IL 60455708-496-6000LinkedIn1-10 employeesconsumer services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+19.4% from 2024

Total participants

-4.0% from 2024

Average account balance

$93,117

+14.5% from 2024

Annual return

9.96%

-6.20 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

$2.23M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$838

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

$20K

$1437 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.900%

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

$93,117

$87,166+6.8%

$76,735+21.3%

$137,256-32.2%

Participation rate

100.0%

74.4%+25.6pp

69.5%+30.5pp

80.0%+20.0pp

Annual return

9.96%

26.50%-16.5pp

29.77%-19.8pp

220.34%-210.4pp

Employer contribution / active EE

$2,794

$2,904-3.8%

$2,454+13.9%

$4,156-32.8%

Participant deferral / active EE

$9,875

$4,726+108.9%

$4,088+141.6%

$6,407+54.1%

Admin fee / account holder

$838

$8,403-90.0%

$7,189-88.3%

$12,270-93.2%

JACOB PRESS' SONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACOB PRESS' SONS, INC. 401(K) PROFIT SHARING 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