Retirement plan

BENJI TREMBLY PLUMBING 401(K) PLAN

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

BENJI TREMBLY PLUMBINGEIN 46-2836020Plan #001PY 2025

P.O. BOX 999 - CARPINTERIA, CA 93014805-895-5761

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$622K

+29.2% from 2024

Total participants

0.0% from 2024

Average account balance

$207,396

+29.2% from 2024

Annual return

17.99%

+1.67 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$622K

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 codes2E2G2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$30

$10 / participant

Other / not subdivided$30100.0%

% of EOY assets

0.005%

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

$207,396

$111,535+85.9%

$105,223+97.1%

$137,256+51.1%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

80.0%+20.0pp

Annual return

17.99%

237.85%-219.9pp

180.65%-162.7pp

220.34%-202.4pp

Employer contribution / active EE

$8,862

$3,939+124.9%

$3,689+140.3%

$4,156+113.2%

Participant deferral / active EE

$9,133

$5,500+66.1%

$5,072+80.1%

$6,407+42.6%

Admin fee / account holder

$10

$9,721-99.9%

$8,859-99.9%

$12,270-99.9%

BENJI TREMBLY PLUMBING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BENJI TREMBLY PLUMBING 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