Retirement plan

FLOW DEVICES & SYSTEMS, INC. RETIREMENT PLAN

Name: FLOW DEVICES & SYSTEMS, INC. - FLOW DEVICES & SYSTEMS, INC. RETIREMENT PLAN (2025) Form 5500
Creator: FLOW DEVICES & SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLOW DEVICES & SYSTEMS, INC. RETIREMENT PLAN, FLOW DEVICES & SYSTEMS, INC.

FLOW DEVICES & SYSTEMS, INC.EIN 45-5157881Plan #002PY 2025

20520 VIA EL TAJO - YORBA LINDA, CA 92887714-694-6474

Other plans on this EIN

1 filing

#001Retirement-$738K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$349K

+24.8% from 2024

Total participants

+66.7% from 2024

Average account balance

$87,264

-6.4% from 2024

Annual return

13.76%

-0.95 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$349K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2550

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 codes2D2E2G2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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

$10K

$2550 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.922%

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

$87,264

$156,398-44.2%

$147,318-40.8%

$138,895-37.2%

Participation rate

75.0%

83.8%-8.8pp

82.1%-7.1pp

79.9%-4.9pp

Annual return

13.76%

78.75%-65.0pp

70.43%-56.7pp

145.39%-131.6pp

Employer contribution / active EE

$1,364

$4,853-71.9%

$4,593-70.3%

$4,194-67.5%

Participant deferral / active EE

$7,625

$8,237-7.4%

$7,906-3.6%

$6,396+19.2%

Admin fee / account holder

$2,550

$14,976-83.0%

$13,708-81.4%

$12,562-79.7%

FLOW DEVICES & SYSTEMS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLOW DEVICES & SYSTEMS, INC. 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