Retirement plan

THE UPS STORE 401(K) PROFIT SHARING PLAN

Name: RUSTI ANN, INC. DBA THE UPS STORE - THE UPS STORE 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: RUSTI ANN, INC. DBA THE UPS STORE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE UPS STORE 401(K) PROFIT SHARING PLAN, RUSTI ANN, INC. DBA THE UPS STORE

RUSTI ANN, INC. DBA THE UPS STOREEIN 46-0698075Plan #001PY 2025

1865 HERNDON AVE, SUITE K - CLOVIS, CA 93611559-314-5901

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$457K

+22.8% from 2024

Total participants

+50.0% from 2024

Average account balance

$50,810

+22.8% from 2024

Annual return

11.66%

-0.01 pp from 2024

Benchmarks

See 1,371 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,371 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$457K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2F2G2J2T3D

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$168

$14 / participant

Other / not subdivided$168100.0%

% of EOY assets

0.037%

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

$50,810

$116,167-56.3%

$64,489-21.2%

$137,256-63.0%

Participation rate

25.0%

68.2%-43.2pp

67.7%-42.7pp

80.0%-55.0pp

Annual return

11.66%

36.55%-24.9pp

55.03%-43.4pp

220.34%-208.7pp

Employer contribution / active EE

$1,259

$2,483-49.3%

$1,523-17.3%

$4,156-69.7%

Participant deferral / active EE

$2,208

$4,215-47.6%

$2,778-20.5%

$6,407-65.5%

Admin fee / account holder

$19

$6,188-99.7%

$4,260-99.6%

$12,270-99.8%

THE UPS STORE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE UPS STORE 401(K) PROFIT SHARING 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