Retirement plan

FIRST FLEET TRUCK SALES INC. 401(K) PLAN

Name: FIRST FLEET TRUCK SALES - FIRST FLEET TRUCK SALES INC. 401(K) PLAN (2025) Form 5500
Creator: FIRST FLEET TRUCK SALES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST FLEET TRUCK SALES INC. 401(K) PLAN, FIRST FLEET TRUCK SALES

FIRST FLEET TRUCK SALESEIN 65-0890479Plan #001PY 2025

1933 8TH AVENUE NORTH - LAKE WORTH, FL 33461561-557-3651firstfleettrucksales.comLinkedIn11-50 employeesautomotive

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$965K

+30.0% from 2024

Total participants

+12.0% from 2024

Average account balance

$34,459

+16.1% from 2024

Annual return

14.89%

+4.12 pp from 2024

Benchmarks

See 11,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort11,025 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$965K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

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

+14.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$367

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 codes2E2G2J2R2T3D

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$10K

$643 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.066%

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

$34,459

$136,860-74.8%

$120,344-71.4%

$154,746-77.7%

Participation rate

100.0%

79.9%+20.1pp

76.7%+23.3pp

80.7%+19.3pp

Annual return

14.89%

21.38%-6.5pp

20.30%-5.4pp

172.34%-157.4pp

Employer contribution / active EE

$2,233

$3,533-36.8%

$3,020-26.1%

$4,379-49.0%

Participant deferral / active EE

$5,344

$5,793-7.8%

$5,135+4.1%

$6,730-20.6%

Admin fee / account holder

$367

$15,393-97.6%

$12,742-97.1%

$14,365-97.4%

FIRST FLEET TRUCK SALES INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIRST FLEET TRUCK SALES INC. 401(K) 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