Retirement plan

EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P. INC.

Name: P.E.P. INC. - EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P. INC. (2025) Form 5500
Creator: P.E.P. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P. INC., P.E.P. INC.

P.E.P. INC.EIN 59-0913068Plan #001PY 2025

1833 SE 17TH STREET - FORT LAUDERDALE, FL 33316954-522-4491

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.8M

+2.4% from 2024

Total participants

+5.9% from 2024

Average account balance

$133,637

-3.3% from 2024

Annual return

13.49%

+5.93 pp from 2024

Benchmarks

See 2,619 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort2,619 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.81M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$427K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26520

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 codes2E2F2G2J2T3D

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

$955K

$32921 / participant

Other / not subdivided$955K100.0%

% of EOY assets

19.845%

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

$133,637

$59,440+124.8%

$78,004+71.3%

$82,637+61.7%

Participation rate

100.0%

62.8%+37.2pp

69.4%+30.6pp

68.1%+31.9pp

Annual return

13.49%

40.24%-26.7pp

31.07%-17.6pp

53.51%-40.0pp

Employer contribution / active EE

$9,055

$1,750+417.3%

$2,469+266.8%

$2,552+254.8%

Participant deferral / active EE

$5,679

$3,138+80.9%

$4,092+38.8%

$4,126+37.6%

Admin fee / account holder

$26,520

$5,504+381.8%

$7,578+250.0%

$7,339+261.4%

EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P. INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P. INC.

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