Retirement plan

HEADRICK LOGGING 401(K) PLAN

Name: HEADRICK LOGGING - HEADRICK LOGGING 401(K) PLAN (2024) Form 5500
Creator: HEADRICK LOGGING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEADRICK LOGGING 401(K) PLAN, HEADRICK LOGGING

HEADRICK LOGGINGEIN 68-0089069Plan #001PY 2024

7194 BRIDGE STREET - ANDERSON, CA 96007530-247-8000LinkedIn1-10 employeesfarming

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$728K

+20.2% from 2023

Total participants

+7.9% from 2023

Average account balance

$18,211

+8.2% from 2023

Annual return

7.31%

-6.30 pp from 2023

Benchmarks

See 2,336 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort2,336 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$728K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

117.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$213

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 codes2E2F2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$250 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.168%

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

$18,211

$68,880-73.6%

$120,580-84.9%

$80,959-77.5%

Participation rate

97.1%

61.7%+35.4pp

72.0%+25.1pp

67.7%+29.4pp

Annual return

7.31%

23.68%-16.4pp

107.48%-100.2pp

35.67%-28.4pp

Employer contribution / active EE

$1,063

$2,066-48.5%

$3,469-69.4%

$2,757-61.4%

Participant deferral / active EE

$1,450

$3,191-54.6%

$4,995-71.0%

$4,300-66.3%

Admin fee / account holder

$213

$5,785-96.3%

$9,418-97.7%

$6,925-96.9%

HEADRICK LOGGING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEADRICK LOGGING 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