Retirement plan

NACPC 401(K) PLAN

Name: NORTH AMERICAN CHASSIS POOL COOPERATIVE, LLC - NACPC 401(K) PLAN (2024) Form 5500
Creator: NORTH AMERICAN CHASSIS POOL COOPERATIVE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NACPC 401(K) PLAN, NORTH AMERICAN CHASSIS POOL COOPERATIVE, LLC

NORTH AMERICAN CHASSIS POOL COOPERATIVE, LLCEIN 46-1172463Plan #001PY 2024

828 ROYAL PARKWAY, SUITE 112 - NASHVILLE, TN 37214615-649-5459

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$3.6M

+18.2% from 2023

Total participants

174

-40.6% from 2023

Average account balance

$22,999

+93.5% from 2023

Annual return

37.02%

+15.25 pp from 2023

Benchmarks

See 1,090 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,090 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.61M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

157

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.

88.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$715K

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

+37.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$208

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 12 · EIN 04-3157927	Finders' fees / placement fees; Recor...	$17,559
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES Service code 16 · EIN 62-1700633	Consulting	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$33K

$228 / participant

Recordkeeping$33K100.0%

% of EOY assets

0.903%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARR, RIGGS & INGRAM
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,999

$73,532-68.7%

$178,505-87.1%

$74,478-69.1%

Participation rate

88.1%

66.6%+21.5pp

77.1%+11.0pp

67.2%+20.9pp

Annual return

37.02%

17.49%+19.5pp

27.16%+9.9pp

1370.56%-1333.5pp

Employer contribution / active EE

$2,221-100.0%

$3,955-100.0%

$2,626-100.0%

Participant deferral / active EE

$5,002

$4,519+10.7%

$6,280-20.4%

$4,350+15.0%

Admin fee / account holder

$208

$1,813-88.5%

$10,428-98.0%

$1,946-89.3%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3 years

Filed as: T. ROWE PRICE

Service code 12 · EIN 04-3157927

Finders' fees / placement fees; Recor...

$17,559

ASCENSUS LLC2 years

Filed as: ACCESS RETIREMENT SERVICES

Service code 16 · EIN 62-1700633

Consulting

NACPC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NACPC 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