Retirement plan

SMOAK GROVES, INC. 401(K) PROFIT SHARING PLAN

Name: SMOAK GROVES, INC. - SMOAK GROVES, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SMOAK GROVES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMOAK GROVES, INC. 401(K) PROFIT SHARING PLAN, SMOAK GROVES, INC.

SMOAK GROVES, INC.EIN 59-2228065Plan #002PY 2025

1025 COUNTY ROAD 17, NORTH - LAKE PLACID, FL 33852863-465-2561LinkedIn1-10 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.3M

+7.6% from 2024

Total participants

-9.5% from 2024

Average account balance

$193,198

+19.0% from 2024

Annual return

8.47%

-9.18 pp from 2024

Benchmarks

See 1,999 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort1,999 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.34M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

223.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+8.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10107

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$384K

$22591 / participant

Other / not subdivided$384K100.0%

% of EOY assets

5.231%

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

$193,198

$185,141+4.4%

$153,416+25.9%

$155,188+24.5%

Participation rate

100.0%

79.9%+20.1pp

74.3%+25.7pp

80.8%+19.2pp

Annual return

8.47%

18.72%-10.3pp

17.84%-9.4pp

148.84%-140.4pp

Employer contribution / active EE

$6,836

$4,489+52.3%

$3,764+81.6%

$4,248+60.9%

Participant deferral / active EE

$10,086

$5,477+84.2%

$4,723+113.5%

$6,531+54.4%

Admin fee / account holder

$10,107

$16,005-36.9%

$13,095-22.8%

$14,480-30.2%

SMOAK GROVES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMOAK GROVES, INC. 401(K) PROFIT SHARING 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