Retirement plan

PNEUMATIC TRUCKING, INC. MONEY PURCHASE PENSION PLAN

Name: PNEUMATIC TRUCKING, INC. - PNEUMATIC TRUCKING, INC. MONEY PURCHASE PENSION PLAN (2025) Form 5500
Creator: PNEUMATIC TRUCKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PNEUMATIC TRUCKING, INC. MONEY PURCHASE PENSION PLAN, PNEUMATIC TRUCKING, INC.

PNEUMATIC TRUCKING, INC.EIN 38-3408553Plan #002PY 2025

12875 MACK AVENUE - CEMENT CITY, MI 49233517-592-2161

Other plans on this EIN

2 filings

#003Retirement-$1.2M assets #001Retirement-$259K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+2.7% from 2024

Total participants

+5.6% from 2024

Average account balance

$75,962

-2.7% from 2024

Annual return

13.05%

+0.39 pp from 2024

Benchmarks

See 1,563 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,563 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.89M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

118.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$306K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16115

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$612K

$19137 / participant

Other / not subdivided$612K100.0%

% of EOY assets

21.215%

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

$75,962

$69,444+9.4%

$92,985-18.3%

$87,485-13.2%

Participation rate

100.0%

63.3%+36.7pp

69.5%+30.5pp

68.9%+31.1pp

Annual return

13.05%

23.85%-10.8pp

27.99%-14.9pp

26.06%-13.0pp

Employer contribution / active EE

$9,576

$1,917+399.5%

$2,662+259.7%

$2,596+268.9%

Participant deferral / active EE

$3,364-100.0%

$4,377-100.0%

$4,274-100.0%

Admin fee / account holder

$16,115

$6,137+162.6%

$9,463+70.3%

$7,775+107.3%

PNEUMATIC TRUCKING, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PNEUMATIC TRUCKING, INC. MONEY PURCHASE PENSION 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