Retirement plan

JACK GREEN OIL COMPANY 401K PLAN

Name: JACK GREEN OIL COMPANY - JACK GREEN OIL COMPANY 401K PLAN (2025) Form 5500
Creator: JACK GREEN OIL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACK GREEN OIL COMPANY 401K PLAN, JACK GREEN OIL COMPANY

JACK GREEN OIL COMPANYEIN 63-1190245Plan #001PY 2025

1808 HIGHWAY 78 WEST - OXFORD, AL 36203256-831-1038LinkedIn1-10 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$607K

-0.8% from 2024

Total participants

-14.3% from 2024

Average account balance

$101,169

+15.7% from 2024

Annual return

10.91%

-0.33 pp from 2024

Benchmarks

See 4,952 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort4,952 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$607K

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20972

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 codes2G2J2R

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$126K

$20972 / participant

Other / not subdivided$126K100.0%

% of EOY assets

20.729%

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

$101,169

$254,759-60.3%

$216,567-53.3%

$198,609-49.1%

Participation rate

100.0%

84.5%+15.5pp

81.6%+18.4pp

82.4%+17.6pp

Annual return

10.91%

10.04%+0.9pp

12.94%-2.0pp

202.70%-191.8pp

Employer contribution / active EE

$2,535

$6,096-58.4%

$5,216-51.4%

$5,055-49.9%

Participant deferral / active EE

$5,525

$6,948-20.5%

$6,191-10.8%

$6,977-20.8%

Admin fee / account holder

$20,972

$26,311-20.3%

$21,981-4.6%

$19,030+10.2%

JACK GREEN OIL COMPANY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACK GREEN OIL COMPANY 401K 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