Retirement plan

GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC. PROFIT SHARING 401K PLAN AND TRUST

Name: GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC. - GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC. PROFIT SHARING 401K PLAN AND TRUST (2024) Form 5500
Creator: GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC. PROFIT SHARING 401K PLAN AND TRUST, GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC.

GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC.EIN 36-4426824Plan #001PY 2024

8938 S. RIDGELAND AVE. - OAK LAWN, IL 60453708-430-6681

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$214K

+19.8% from 2023

Total participants

-17.6% from 2023

Average account balance

No prior year

Annual return

11.38%

+0.46 pp from 2023

Benchmarks

See 9,725 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$214K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2H2J

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$104 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.486%

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

$90,691-100.0%

$76,119-100.0%

$145,884-100.0%

Participation rate

0.0%

74.5%-74.5pp

69.1%-69.1pp

80.3%-80.3pp

Annual return

11.38%

624.52%-613.1pp

361.25%-349.9pp

551.85%-540.5pp

Employer contribution / active EE

$1,412

$3,329-57.6%

$2,693-47.6%

$4,662-69.7%

Participant deferral / active EE

$203

$5,167-96.1%

$4,259-95.2%

$6,690-97.0%

Admin fee / account holder

$8,383-100.0%

$6,421-100.0%

$13,392-100.0%

GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC. PROFIT SHARING 401K PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC. PROFIT SHARING 401K PLAN AND TRUST

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