Retirement plan

ALFRED UFFELMANN, INC. 401(K) PLAN

Name: ALFRED UFFELMANN, INC. - ALFRED UFFELMANN, INC. 401(K) PLAN (2025) Form 5500
Creator: ALFRED UFFELMANN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALFRED UFFELMANN, INC. 401(K) PLAN, ALFRED UFFELMANN, INC.

ALFRED UFFELMANN, INC.EIN 37-1000785Plan #001PY 2025

5041 RICHFIELD ROAD - RED BUD, IL 62278618-282-2076

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+15.1% from 2024

Total participants

-33.3% from 2024

Average account balance

$814,808

+15.1% from 2024

Annual return

12.12%

+0.83 pp from 2024

Benchmarks

See 2,661 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort2,661 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$815K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$150

$75 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.009%

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

$814,808

$177,156+359.9%

$147,027+454.2%

$154,746+426.5%

Participation rate

100.0%

79.4%+20.6pp

73.7%+26.3pp

80.7%+19.3pp

Annual return

12.12%

21.94%-9.8pp

20.23%-8.1pp

172.34%-160.2pp

Employer contribution / active EE

$9,481

$4,336+118.6%

$3,626+161.5%

$4,379+116.5%

Participant deferral / active EE

$11,750

$5,797+102.7%

$4,933+138.2%

$6,730+74.6%

Admin fee / account holder

$75

$14,904-99.5%

$12,223-99.4%

$14,365-99.5%

ALFRED UFFELMANN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALFRED UFFELMANN, INC. 401(K) 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