Retirement plan

J.R.'S ADVANCED RECYCLERS 401(K) PLAN

Name: J.R.'S APPLIANCE DISPOSAL, INC. DBA J.R.'S ADVANCED RECYCLERS - J.R.'S ADVANCED RECYCLERS 401(K) PLAN (2025) Form 5500
Creator: J.R.'S APPLIANCE DISPOSAL, INC. DBA J.R.'S ADVANCED RECYCLERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.R.'S ADVANCED RECYCLERS 401(K) PLAN, J.R.'S APPLIANCE DISPOSAL, INC. DBA J.R.'S ADVANCED RECYCLERS

J.R.'S APPLIANCE DISPOSAL, INC. DBA J.R.'S ADVANCED RECYCLERSEIN 41-1641301Plan #001PY 2025

10619 COURTHOUSE BLVD. - INVER GROVE HEIGHTS, MN 55077651-454-9215

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+16.6% from 2024

Total participants

+13.3% from 2024

Average account balance

$65,190

+6.0% from 2024

Annual return

10.09%

+2.98 pp from 2024

Benchmarks

See 1,332 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort1,332 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$137K

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

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1318

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 codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$43K

$1450 / participant

Other / not subdivided$43K100.0%

% of EOY assets

2.022%

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

$65,190

$58,057+12.3%

$97,032-32.8%

$86,983-25.1%

Participation rate

96.7%

60.4%+36.3pp

71.6%+25.1pp

69.5%+27.1pp

Annual return

10.09%

22.26%-12.2pp

35.38%-25.3pp

25.83%-15.7pp

Employer contribution / active EE

$2,054

$1,663+23.5%

$2,629-21.9%

$2,584-20.5%

Participant deferral / active EE

$2,513

$3,244-22.5%

$4,672-46.2%

$4,194-40.1%

Admin fee / account holder

$1,318

$4,839-72.8%

$9,418-86.0%

$7,856-83.2%

J.R.'S ADVANCED RECYCLERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.R.'S ADVANCED RECYCLERS 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