Retirement plan

TEE TURTLE 401(K) PLAN

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

TEE TURTLEEIN 46-1571439Plan #001PY 2025

2055 CRAIGSHIRE RD, SUITE 300 - ST. LOUIS, MO 63146314-252-8436LinkedIn11-50 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+29.2% from 2024

Total participants

111

-16.5% from 2024

Average account balance

$41,608

+23.6% from 2024

Annual return

22.17%

+0.21 pp from 2024

Benchmarks

See 1,514 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort1,514 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.87M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

138.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$552K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+22.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3981

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

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

$370K

$5526 / participant

Other / not subdivided$370K100.0%

% of EOY assets

9.568%

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

$41,608

$69,273-39.9%

$90,796-54.2%

$82,637-49.7%

Participation rate

73.1%

64.0%+9.1pp

69.5%+3.6pp

68.1%+5.1pp

Annual return

22.17%

18.37%+3.8pp

19.29%+2.9pp

53.51%-31.3pp

Employer contribution / active EE

$3,052

$1,865+63.6%

$2,294+33.1%

$2,552+19.6%

Participant deferral / active EE

$5,190

$3,047+70.3%

$3,822+35.8%

$4,126+25.8%

Admin fee / account holder

$3,981

$5,511-27.8%

$7,024-43.3%

$7,339-45.8%

TEE TURTLE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEE TURTLE 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