Retirement plan

UNION PACIFIC FRUIT EXPRESS COMPANY AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN

Name: UNION PACIFIC FRUIT EXPRESS COMPANY - UNION PACIFIC FRUIT EXPRESS COMPANY AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN (2024) Form 5500
Creator: UNION PACIFIC FRUIT EXPRESS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNION PACIFIC FRUIT EXPRESS COMPANY AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN, UNION PACIFIC FRUIT EXPRESS COMPANY

UNION PACIFIC FRUIT EXPRESS COMPANYEIN 47-0600268Plan #001PY 2024

1400 DOUGLAS STREET STOP 1620 - OMAHA, NE 68179402-544-5000LinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsHigh feesWind-down / frozen

How to read this page

Total assets (EOY)

$2.8M

-0.2% from 2023

Total participants

-10.0% from 2023

Average account balance

$109,563

+11.4% from 2023

Annual return

9.71%

-6.16 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

$2.85M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10892

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 codes2E2F2G2O2T3H

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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$283K

$23600 / participant

Other / not subdivided$283K100.0%

% of EOY assets

9.941%

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

$109,563

$90,614+20.9%

$76,089+44.0%

$145,877-24.9%

Participation rate

91.7%

74.5%+17.2pp

69.1%+22.6pp

80.3%+11.4pp

Annual return

9.71%

623.80%-614.1pp

360.94%-351.2pp

551.28%-541.6pp

Employer contribution / active EE

$3,324-100.0%

$2,690-100.0%

$4,663-100.0%

Participant deferral / active EE

$5,168-100.0%

$4,259-100.0%

$6,691-100.0%

Admin fee / account holder

$10,892

$8,376+30.0%

$6,418+69.7%

$13,402-18.7%

UNION PACIFIC FRUIT EXPRESS COMPANY AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNION PACIFIC FRUIT EXPRESS COMPANY AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT 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