Retirement plan

DAHLHEIMER MACHINING, INC. 401(K) RETIREMENT PLAN

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

DAHLHEIMER MACHINING, INC.EIN 41-1566525Plan #001PY 2025

5685 QUAM AVENUE NE, SUITE 101 - ST. MICHAEL, MN 55376763-428-3094

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$807K

+19.9% from 2024

Total participants

0.0% from 2024

Average account balance

$161,369

+19.9% from 2024

Annual return

16.56%

+5.16 pp from 2024

Benchmarks

See 4,744 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,744 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$807K

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.56%

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$36

$7 / participant

Other / not subdivided$36100.0%

% of EOY assets

0.004%

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

$161,369

$167,415-3.6%

$140,514+14.8%

$198,609-18.8%

Participation rate

100.0%

80.9%+19.1pp

77.8%+22.2pp

82.4%+17.6pp

Annual return

16.56%

13.85%+2.7pp

14.36%+2.2pp

202.70%-186.1pp

Employer contribution / active EE

$1,853

$4,088-54.7%

$3,378-45.1%

$5,055-63.3%

Participant deferral / active EE

$2,668

$5,579-52.2%

$4,919-45.8%

$6,977-61.8%

Admin fee / account holder

$16,730-100.0%

$13,697-99.9%

$19,030-100.0%

DAHLHEIMER MACHINING, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAHLHEIMER MACHINING, INC. 401(K) RETIREMENT 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