Retirement plan

PONTIAC TRAIL PHARMACY (401)K PLAN

Name: PONTIAC TRAIL PHARMACY, INC. - PONTIAC TRAIL PHARMACY (401)K PLAN (2024) Form 5500
Creator: PONTIAC TRAIL PHARMACY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PONTIAC TRAIL PHARMACY (401)K PLAN, PONTIAC TRAIL PHARMACY, INC.

PONTIAC TRAIL PHARMACY, INC.EIN 38-2598610Plan #001PY 2024

620 N PONTIAC TRAIL - WALLED LAKE, MI 48390248-669-2776pontiactrailpharmacy.comLinkedIn11-50 employeescosmetics

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.5M

+28.1% from 2023

Total participants

-7.1% from 2023

Average account balance

$265,706

No prior year

Annual return

24.14%

+20.13 pp from 2023

Benchmarks

See 22,293 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,293 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.45M

Not enough data

1 years with asset history on file

Average account balance

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

$266K

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

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+24.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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 codes2E2G2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$647

$50 / participant

Other / not subdivided$647100.0%

% of EOY assets

0.019%

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

$265,706

$111,830+137.6%

$93,696+183.6%

$145,884+82.1%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

24.14%

204.08%-179.9pp

133.74%-109.6pp

551.85%-527.7pp

Employer contribution / active EE

$2,803

$3,093-9.4%

$2,422+15.7%

$4,662-39.9%

Participant deferral / active EE

$5,421

$4,920+10.2%

$4,417+22.7%

$6,690-19.0%

Admin fee / account holder

$50

$10,249-99.5%

$8,287-99.4%

$13,392-99.6%

PONTIAC TRAIL PHARMACY (401)K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PONTIAC TRAIL PHARMACY (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