Retirement plan

DENNIS JOSKI TRUCKING, LLC 401(K) PLAN

Name: DENNIS JOSKI TRUCKING, LLC - DENNIS JOSKI TRUCKING, LLC 401(K) PLAN (2020) Form 5500
Creator: DENNIS JOSKI TRUCKING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENNIS JOSKI TRUCKING, LLC 401(K) PLAN, DENNIS JOSKI TRUCKING, LLC

DENNIS JOSKI TRUCKING, LLCEIN 39-1871496Plan #001PY 2020

107 W MAIN ST - LITTLE CHUTE, WI 54140920-866-3491

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$571K

+26.5% from 2019

Total participants

+17.2% from 2019

Average account balance

$21,148

-15.7% from 2019

Annual return

14.64%

-11.73 pp from 2019

Benchmarks

See 3,735 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,735 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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

$189K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5150

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 codes2E2F2G2J3D

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

$108K

$3711 / participant

Other / not subdivided$108K100.0%

% of EOY assets

18.847%

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

$21,148

$59,839-64.7%

$81,991-74.2%

$79,852-73.5%

Participation rate

75.9%

61.6%+14.2pp

69.3%+6.6pp

69.6%+6.2pp

Annual return

14.64%

17.56%-2.9pp

41.31%-26.7pp

31.72%-17.1pp

Employer contribution / active EE

$1,871

$1,713+9.2%

$2,498-25.1%

$2,471-24.3%

Participant deferral / active EE

$3,604

$2,695+33.7%

$3,722-3.2%

$3,740-3.6%

Admin fee / account holder

$3,986

$4,287-7.0%

$5,665-29.6%

$5,306-24.9%

DENNIS JOSKI TRUCKING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENNIS JOSKI TRUCKING, LLC 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