Retirement plan

FLETCHER LIGHTING RESOURCES, INC. 401(K) PROFIT SHARING PLAN

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

FLETCHER LIGHTING RESOURCES, INC.EIN 36-4397970Plan #001PY 2025

132 S. NORTHWEST HIGHWAY, SUITE #102 - BARRINGTON, IL 60010847-382-0019fletcherlighting.comLinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+14.3% from 2024

Total participants

0.0% from 2024

Average account balance

$432,105

+14.3% from 2024

Annual return

16.19%

+3.22 pp from 2024

Benchmarks

See 16,403 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort16,403 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$432K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$60K

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

+16.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47219

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$142K

$70829 / participant

Other / not subdivided$142K100.0%

% of EOY assets

10.928%

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

$432,105

$97,125+344.9%

$86,233+401.1%

$137,256+214.8%

Participation rate

100.0%

74.2%+25.8pp

69.0%+31.0pp

80.0%+20.0pp

Annual return

16.19%

74.19%-58.0pp

61.39%-45.2pp

220.34%-204.2pp

Employer contribution / active EE

$30,000

$2,841+955.9%

$2,504+1097.9%

$4,156+621.8%

Participant deferral / active EE

$30,000

$5,180+479.2%

$4,559+558.0%

$6,407+368.3%

Admin fee / account holder

$47,219

$9,725+385.6%

$8,342+466.0%

$12,270+284.8%

FLETCHER LIGHTING RESOURCES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLETCHER LIGHTING RESOURCES, 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