Retirement plan

CASKIE & FROST, P.C. 401 (K) PROFIT SHARING PLAN AND TRUST

Name: CASKIE & FROST, A PROFESSIONAL CORP - CASKIE & FROST, P.C. 401 (K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: CASKIE & FROST, A PROFESSIONAL CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASKIE & FROST, P.C. 401 (K) PROFIT SHARING PLAN AND TRUST, CASKIE & FROST, A PROFESSIONAL CORP

CASKIE & FROST, A PROFESSIONAL CORPEIN 54-1391864Plan #001PY 2025

2306 ATHERHOLT ROAD - LYNCHBURG, VA 24501434-846-2731

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.3M

-22.7% from 2024

Total participants

-10.0% from 2024

Average account balance

$352,750

-14.2% from 2024

Annual return

14.66%

+1.38 pp from 2024

Benchmarks

See 48,821 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort48,821 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.35M

Not enough data

1 years with asset history on file

Average account balance

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

$353K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

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

+14.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$180363

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 codes3D2E2J2H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.2M

$270545 / participant

Other / not subdivided$3M100.0%

% of EOY assets

51.131%

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

$352,750

$155,555+126.8%

$146,866+140.2%

$155,188+127.3%

Participation rate

100.0%

84.0%+16.0pp

82.5%+17.5pp

80.8%+19.2pp

Annual return

14.66%

115.41%-100.8pp

102.85%-88.2pp

148.84%-134.2pp

Employer contribution / active EE

$5,000

$4,647+7.6%

$4,425+13.0%

$4,248+17.7%

Participant deferral / active EE

$5,759

$8,044-28.4%

$7,759-25.8%

$6,531-11.8%

Admin fee / account holder

$180,363

$14,755+1122.4%

$13,620+1224.3%

$14,480+1145.6%

CASKIE & FROST, P.C. 401 (K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASKIE & FROST, P.C. 401 (K) PROFIT SHARING PLAN AND TRUST

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