Retirement plan

TOOLS -N-MOTION INC 401(K) P.S. PLAN

Name: TOOLS -N- MOTION INC - TOOLS -N-MOTION INC 401(K) P.S. PLAN (2025) Form 5500
Creator: TOOLS -N- MOTION INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOOLS -N-MOTION INC 401(K) P.S. PLAN, TOOLS -N- MOTION INC

TOOLS -N- MOTION INCEIN 46-3731026Plan #001PY 2025

1206 W 38TH PL - HOBART, IN 46342219-741-4758

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$510K

+29.5% from 2024

Total participants

+25.0% from 2024

Average account balance

$101,949

+3.6% from 2024

Annual return

18.44%

+1.52 pp from 2024

Benchmarks

See 5,104 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort5,104 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$510K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$335

$67 / participant

Other / not subdivided$335100.0%

% of EOY assets

0.066%

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

$101,949

$125,778-18.9%

$114,563-11.0%

$154,746-34.1%

Participation rate

100.0%

75.2%+24.8pp

72.9%+27.1pp

80.7%+19.3pp

Annual return

18.44%

295.14%-276.7pp

241.09%-222.7pp

172.34%-153.9pp

Employer contribution / active EE

$427

$2,806-84.8%

$2,592-83.5%

$4,379-90.3%

Participant deferral / active EE

$8,272

$4,445+86.1%

$4,142+99.7%

$6,730+22.9%

Admin fee / account holder

$67

$8,190-99.2%

$7,623-99.1%

$14,365-99.5%

TOOLS -N-MOTION INC 401(K) P.S. PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOOLS -N-MOTION INC 401(K) P.S. 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