Retirement plan

PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K PLAN

Name: PRIGGES CHARTERED BUSES INC. - PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K PLAN (2024) Form 5500
Creator: PRIGGES CHARTERED BUSES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K PLAN, PRIGGES CHARTERED BUSES INC.

PRIGGES CHARTERED BUSES INC.EIN 39-1017611Plan #004PY 2024

1139 PENN AVE - SHEBOYGAN, WI 53081920-459-2960LinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.3M

-39.7% from 2023

Total participants

-36.3% from 2023

Average account balance

$86,816

-15.6% from 2023

Annual return

18.35%

+6.81 pp from 2023

Benchmarks

See 4,589 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort4,589 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.69M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

74.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

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

+9.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4089

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 codes2E2G2J2F3D

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

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

$4.3M

$77567 / participant

Other / not subdivided$4M100.0%

% of EOY assets

100.068%

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

$86,816

$55,889+55.3%

$76,119+14.1%

$80,935+7.3%

Participation rate

73.2%

62.1%+11.1pp

69.1%+4.1pp

67.7%+5.6pp

Annual return

18.35%

20.58%-2.2pp

361.25%-342.9pp

35.66%-17.3pp

Employer contribution / active EE

$816

$1,866-56.3%

$2,693-69.7%

$2,757-70.4%

Participant deferral / active EE

$1,795

$3,051-41.2%

$4,259-57.8%

$4,299-58.2%

Admin fee / account holder

$86,875

$5,241+1557.5%

$6,421+1252.9%

$6,924+1154.6%

PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIGGES CHARTERED BUSES INC./DISCOVERY WORLD TRAVEL 401K 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