Retirement plan

THE COLLECTOR'S ARMOURY LTD 401(K) PROFIT SHARING PLAN AND TRUST

Name: THE COLLECTOR'S ARMOURY LTD. - THE COLLECTOR'S ARMOURY LTD 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: THE COLLECTOR'S ARMOURY LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COLLECTOR'S ARMOURY LTD 401(K) PROFIT SHARING PLAN AND TRUST, THE COLLECTOR'S ARMOURY LTD.

THE COLLECTOR'S ARMOURY LTD.EIN 54-1843457Plan #001PY 2025

442 WESTRIDGE PKWY BLDG 100 - MCDONOUGH, GA 30253678-593-2660caltd.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$403K

+14.5% from 2024

Total participants

-7.4% from 2024

Average account balance

$44,744

+1.8% from 2024

Annual return

9.83%

+0.93 pp from 2024

Benchmarks

See 3,775 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort3,775 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$403K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$684

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

+9.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$978

$41 / participant

Other / not subdivided$978100.0%

% of EOY assets

0.243%

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

$44,744

$126,113-64.5%

$116,096-61.5%

$155,188-71.2%

Participation rate

33.3%

75.1%-41.8pp

73.3%-40.0pp

80.8%-47.5pp

Annual return

9.83%

391.72%-381.9pp

326.25%-316.4pp

148.84%-139.0pp

Employer contribution / active EE

$2,672-100.0%

$2,503-100.0%

$4,248-100.0%

Participant deferral / active EE

$684

$4,162-83.6%

$3,952-82.7%

$6,531-89.5%

Admin fee / account holder

$109

$8,045-98.6%

$7,704-98.6%

$14,480-99.2%

THE COLLECTOR'S ARMOURY LTD 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COLLECTOR'S ARMOURY LTD 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