Retirement plan

APPALACHIAN FIELD SERVICE 401(K) PLAN

Name: APPALACHIAN FIELD SERVICE, LLC - APPALACHIAN FIELD SERVICE 401(K) PLAN (2025) Form 5500
Creator: APPALACHIAN FIELD SERVICE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPALACHIAN FIELD SERVICE 401(K) PLAN, APPALACHIAN FIELD SERVICE, LLC

APPALACHIAN FIELD SERVICE, LLCEIN 45-4650389Plan #001PY 2025

6956 E. BROAD STREET #265 - COLUMBUS, OH 43213740-868-8203afsrow.comLinkedIn51-200 employeesutilities

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+34.6% from 2024

Total participants

+37.5% from 2024

Average account balance

$38,415

+14.0% from 2024

Annual return

14.17%

+0.25 pp from 2024

Benchmarks

See 11,128 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort11,128 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.77M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

83.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$543K

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

+14.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2041

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 codes2E2J2F2G3D2T

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.

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

$147K

$1708 / participant

Other / not subdivided$147K100.0%

% of EOY assets

5.312%

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

$38,415

$106,524-63.9%

$152,301-74.8%

$87,485-56.1%

Participation rate

81.4%

75.8%+5.6pp

82.4%-1.1pp

68.9%+12.5pp

Annual return

14.17%

26.89%-12.7pp

80.50%-66.3pp

26.06%-11.9pp

Employer contribution / active EE

$2,247

$3,371-33.3%

$4,624-51.4%

$2,596-13.4%

Participant deferral / active EE

$4,065

$6,525-37.7%

$8,004-49.2%

$4,274-4.9%

Admin fee / account holder

$2,041

$8,287-75.4%

$14,398-85.8%

$7,775-73.8%

APPALACHIAN FIELD SERVICE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPALACHIAN FIELD SERVICE 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