Retirement plan

VENDTEK WHOLESALE EQUIPMENT, INC. 401(K) PLAN

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

VENDTEK WHOLESALE EQUIPMENT, INC.EIN 38-3019482Plan #002PY 2025

47757 WEST RD, C 103 - WIXOM, MI 48393248-669-2646LinkedIn1-10 employeesbusiness supplies and equipment

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$834K

+22.9% from 2024

Total participants

+14.3% from 2024

Average account balance

$166,862

+22.9% from 2024

Annual return

13.84%

-1.18 pp from 2024

Benchmarks

See 7,810 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort7,810 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$834K

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

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

+13.84%

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 codes2E2J2F2G3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$166,862

$213,785-21.9%

$185,441-10.0%

$155,188+7.5%

Participation rate

62.5%

83.2%-20.7pp

80.3%-17.8pp

80.8%-18.3pp

Annual return

13.84%

19.97%-6.1pp

20.16%-6.3pp

148.84%-135.0pp

Employer contribution / active EE

$1,964

$5,393-63.6%

$4,672-58.0%

$4,248-53.8%

Participant deferral / active EE

$5,732

$6,864-16.5%

$6,152-6.8%

$6,531-12.2%

Admin fee / account holder

$21,134-100.0%

$17,890-100.0%

$14,480-100.0%

VENDTEK WHOLESALE EQUIPMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VENDTEK WHOLESALE EQUIPMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion