Retirement plan

AMERICAN GENERAL LOGISTICS, INC. RETIREMENT PLAN

Name: AMERICAN GENERAL LOGISTICS, INC. - AMERICAN GENERAL LOGISTICS, INC. RETIREMENT PLAN (2024) Form 5500
Creator: AMERICAN GENERAL LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN GENERAL LOGISTICS, INC. RETIREMENT PLAN, AMERICAN GENERAL LOGISTICS, INC.

AMERICAN GENERAL LOGISTICS, INC.EIN 46-2966763Plan #001PY 2024

626 N CHAPMAN ST - WEST COVINA, CA 91790626-430-6566ouragl.comLinkedIn11-50 employeeslogistics and supply chain

Other plans on this EIN

1 filing

#002Retirement-$994K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$666K

+20.9% from 2023

Total participants

0.0% from 2023

Average account balance

$95,177

+20.9% from 2023

Annual return

9.18%

-2.49 pp from 2023

Benchmarks

See 9,736 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,736 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$666K

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+9.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5549

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 codes2E2G2J3D

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.
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

$39K

$6474 / participant

Other / not subdivided$39K100.0%

% of EOY assets

5.830%

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

$95,177

$90,614+5.0%

$76,089+25.1%

$145,877-34.8%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

9.18%

623.80%-614.6pp

360.94%-351.8pp

551.28%-542.1pp

Employer contribution / active EE

$4,999

$3,324+50.4%

$2,690+85.8%

$4,663+7.2%

Participant deferral / active EE

$12,200

$5,168+136.1%

$4,259+186.4%

$6,691+82.3%

Admin fee / account holder

$5,549

$8,376-33.8%

$6,418-13.5%

$13,402-58.6%

AMERICAN GENERAL LOGISTICS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN GENERAL LOGISTICS, INC. RETIREMENT 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