Retirement plan

GARRETT EQUIPMENT RENTAL 401(K) PLAN

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

GARRETT EQUIPMENT RENTAL LLCEIN 46-2762869Plan #001PY 2025

14599 GARRETT HWY - OAKLAND, MD 21550301-616-1032

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$251K

+65.0% from 2024

Total participants

0.0% from 2024

Average account balance

$50,114

+65.0% from 2024

Annual return

17.54%

+5.81 pp from 2024

Benchmarks

See 14,553 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort14,553 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$251K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2F2G3D2T

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

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

$100

$20 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.040%

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

$50,114

$115,225-56.5%

$100,712-50.2%

$138,895-63.9%

Participation rate

100.0%

74.3%+25.7pp

69.3%+30.7pp

79.9%+20.1pp

Annual return

17.54%

40.35%-22.8pp

33.27%-15.7pp

145.39%-127.9pp

Employer contribution / active EE

$2,211

$2,771-20.2%

$2,313-4.4%

$4,194-47.3%

Participant deferral / active EE

$12,195

$4,699+159.5%

$4,085+198.5%

$6,396+90.7%

Admin fee / account holder

$20

$10,844-99.8%

$9,256-99.8%

$12,562-99.8%

GARRETT EQUIPMENT RENTAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARRETT EQUIPMENT RENTAL 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