Retirement plan

ABC LOGISTICS FREIGHT FORWARDING CO 401(K) PLAN

Name: ABC LOGISTICS FREIGHT FORWARDING CO - ABC LOGISTICS FREIGHT FORWARDING CO 401(K) PLAN (2024) Form 5500
Creator: ABC LOGISTICS FREIGHT FORWARDING CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABC LOGISTICS FREIGHT FORWARDING CO 401(K) PLAN, ABC LOGISTICS FREIGHT FORWARDING CO

ABC LOGISTICS FREIGHT FORWARDING COEIN 47-3125502Plan #001PY 2024

320 COREY WAY - SOUTH SAN FRANCISCO, CA 94080650-588-1973

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$259K

+48.4% from 2023

Total participants

-7.1% from 2023

Average account balance

$19,902

+59.8% from 2023

Annual return

13.38%

-14.29 pp from 2023

Benchmarks

See 9,725 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$259K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

118.2%

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

$7K

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$908

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

$12K

$1073 / participant

Other / not subdivided$12K100.0%

% of EOY assets

4.561%

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

$19,902

$90,691-78.1%

$76,119-73.9%

$145,884-86.4%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

13.38%

624.52%-611.1pp

361.25%-347.9pp

551.85%-538.5pp

Employer contribution / active EE

$1,523

$3,329-54.2%

$2,693-43.4%

$4,662-67.3%

Participant deferral / active EE

$4,986

$5,167-3.5%

$4,259+17.1%

$6,690-25.5%

Admin fee / account holder

$908

$8,383-89.2%

$6,421-85.9%

$13,392-93.2%

ABC LOGISTICS FREIGHT FORWARDING CO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABC LOGISTICS FREIGHT FORWARDING CO 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