Retirement plan

TPOD EMPLOYEE 401(K) PLAN

Name: TPOD MANAGEMENT INC. - TPOD EMPLOYEE 401(K) PLAN (2024) Form 5500
Creator: TPOD MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TPOD EMPLOYEE 401(K) PLAN, TPOD MANAGEMENT INC.

TPOD MANAGEMENT INC.EIN 47-4410769Plan #001PY 2024

1125 ROYAL ST. GEORGE DR., #206 - NAPERVILLE, IL 60563630-649-3229

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$427K

+75.1% from 2023

Total participants

103

0.0% from 2023

Average account balance

$6,275

+75.1% from 2023

Annual return

75.14%

+56.01 pp from 2023

Benchmarks

See 1,281 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,281 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$427K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

75.6%

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

+75.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D3H

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$6,275

$25,014-74.9%

$69,623-91.0%

$80,935-92.2%

Participation rate

61.1%

64.2%-3.1pp

66.4%-5.3pp

67.7%-6.6pp

Annual return

75.14%

19.08%+56.1pp

101.23%-26.1pp

35.66%+39.5pp

Employer contribution / active EE

$991-100.0%

$1,709-100.0%

$2,757-100.0%

Participant deferral / active EE

$1,840-100.0%

$2,890-100.0%

$4,299-100.0%

Admin fee / account holder

$2,491-100.0%

$4,696-100.0%

$6,924-100.0%

TPOD EMPLOYEE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TPOD EMPLOYEE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion