Retirement plan

TROPHY AWARDS MFG, INC. 401(K) PROFIT SHARING PLAN

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

TROPHY AWARDS MFG, INC.EIN 61-0993537Plan #001PY 2025

1023 TOWN DRIVE - WILDER, KY 41076859-442-7500

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+15.1% from 2024

Total participants

-17.5% from 2024

Average account balance

$81,962

+23.4% from 2024

Annual return

12.54%

-3.07 pp from 2024

Benchmarks

See 5,715 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort5,715 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1584

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$44K

$1848 / participant

Other / not subdivided$44K100.0%

% of EOY assets

1.932%

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

$81,962

$132,099-38.0%

$115,599-29.1%

$138,895-41.0%

Participation rate

79.2%

77.9%+1.3pp

74.3%+4.9pp

79.9%-0.8pp

Annual return

12.54%

176.76%-164.2pp

111.10%-98.6pp

145.39%-132.9pp

Employer contribution / active EE

$1,637

$3,416-52.1%

$2,955-44.6%

$4,194-61.0%

Participant deferral / active EE

$2,260

$5,617-59.8%

$4,889-53.8%

$6,396-64.7%

Admin fee / account holder

$1,584

$15,650-89.9%

$12,841-87.7%

$12,562-87.4%

TROPHY AWARDS MFG, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TROPHY AWARDS MFG, 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