Retirement plan

AMBASSADOR VAN LINES, INC. RETIREMENT SAVINGS PLAN

Name: AMBASSADOR VAN LINES, INC. - AMBASSADOR VAN LINES, INC. RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: AMBASSADOR VAN LINES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMBASSADOR VAN LINES, INC. RETIREMENT SAVINGS PLAN, AMBASSADOR VAN LINES, INC.

AMBASSADOR VAN LINES, INC.EIN 52-1667669Plan #002PY 2025

1822 DEBARRY AVENUE - ORANGE PARK, FL 32073904-278-0708

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.9M

+14.9% from 2024

Total participants

-5.6% from 2024

Average account balance

$231,833

+14.9% from 2024

Annual return

11.40%

-1.20 pp from 2024

Benchmarks

See 4,211 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort4,211 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.94M

Not enough data

1 years with asset history on file

Average account balance

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

$232K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2691

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 codes2E2F2G2J2T3D3H

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.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$46K

$3050 / participant

Other / not subdivided$46K100.0%

% of EOY assets

1.161%

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

$231,833

$107,733+115.2%

$92,985+149.3%

$154,746+49.8%

Participation rate

100.0%

74.6%+25.4pp

69.5%+30.5pp

80.7%+19.3pp

Annual return

11.40%

30.39%-19.0pp

27.99%-16.6pp

172.34%-160.9pp

Employer contribution / active EE

$2,614

$3,126-16.4%

$2,662-1.8%

$4,379-40.3%

Participant deferral / active EE

$8,353

$5,053+65.3%

$4,377+90.9%

$6,730+24.1%

Admin fee / account holder

$2,691

$11,369-76.3%

$9,463-71.6%

$14,365-81.3%

AMBASSADOR VAN LINES, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMBASSADOR VAN LINES, INC. RETIREMENT SAVINGS 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