Retirement plan

UNITED APOLLO PETROLEUM TRANSPORTATION CORP. 401(K) PROFIT SHARING PLAN & TRUST

Name: APOLLO PETROLEUM TRANSPORT LLC - UNITED APOLLO PETROLEUM TRANSPORTATION CORP. 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: APOLLO PETROLEUM TRANSPORT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED APOLLO PETROLEUM TRANSPORTATION CORP. 401(K) PROFIT SHARING PLAN & TRUST, APOLLO PETROLEUM TRANSPORT LLC

APOLLO PETROLEUM TRANSPORT LLCEIN 46-2112871Plan #002PY 2024

500 KINGSLAND AVE. - BROOKLYN, NY 11222718-389-5800LinkedIn11-50 employeesrailroad manufacture

Other plans on this EIN

1 filing

#001Retirement-$14.0M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+17.2% from 2023

Total participants

-2.4% from 2023

Average account balance

$72,411

+23.0% from 2023

Annual return

14.05%

-0.94 pp from 2023

Benchmarks

See 4,597 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort4,597 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$276K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5040

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 codes2G2F3D2J2E2T

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$202K

$8064 / participant

Other / not subdivided$202K100.0%

% of EOY assets

6.960%

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

$72,411

$56,063+29.2%

$76,051-4.8%

$80,911-10.5%

Participation rate

96.0%

62.0%+34.0pp

69.1%+26.9pp

67.6%+28.4pp

Annual return

14.05%

20.54%-6.5pp

360.42%-346.4pp

35.63%-21.6pp

Employer contribution / active EE

$7,262

$1,874+287.5%

$2,690+170.0%

$2,756+163.5%

Participant deferral / active EE

$3,779

$3,052+23.8%

$4,257-11.2%

$4,297-12.0%

Admin fee / account holder

$5,040

$5,240-3.8%

$6,416-21.5%

$6,935-27.3%

UNITED APOLLO PETROLEUM TRANSPORTATION CORP. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED APOLLO PETROLEUM TRANSPORTATION CORP. 401(K) PROFIT SHARING PLAN & TRUST

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