Retirement plan

ALVIN PARLETT & SON, INC. 401(K) PLAN

Name: ALVIN PARLETT & SON, INC. - ALVIN PARLETT & SON, INC. 401(K) PLAN (2025) Form 5500
Creator: ALVIN PARLETT & SON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALVIN PARLETT & SON, INC. 401(K) PLAN, ALVIN PARLETT & SON, INC.

ALVIN PARLETT & SON, INC.EIN 52-1144509Plan #002PY 2025

1004 EARLS BEACH RD - BALTIMORE, MD 212200000999-999-9999

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$577K

+44.6% from 2024

Total participants

+7.7% from 2024

Average account balance

$16,976

+36.1% from 2024

Annual return

15.90%

+0.48 pp from 2024

Benchmarks

See 2,099 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort2,099 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$577K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1053

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 codes2F2G2E2J3D2T

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.
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.
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

$36K

$1278 / participant

Other / not subdivided$36K100.0%

% of EOY assets

6.201%

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

$16,976

$60,442-71.9%

$96,754-82.5%

$87,485-80.6%

Participation rate

71.4%

58.7%+12.7pp

70.3%+1.2pp

68.9%+2.5pp

Annual return

15.90%

21.97%-6.1pp

82.04%-66.1pp

26.06%-10.2pp

Employer contribution / active EE

$1,825

$1,691+8.0%

$2,679-31.9%

$2,596-29.7%

Participant deferral / active EE

$3,492

$3,280+6.5%

$4,758-26.6%

$4,274-18.3%

Admin fee / account holder

$1,053

$5,069-79.2%

$8,905-88.2%

$7,775-86.5%

ALVIN PARLETT & SON, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALVIN PARLETT & SON, INC. 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