Retirement plan

GAUDIN EQUIPMENT & SUPPLY CO 401(K) PROFIT SHARING PLAN & TRUST

Name: GAUDIN EQUIPMENT & SUPPLY CO - GAUDIN EQUIPMENT & SUPPLY CO 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: GAUDIN EQUIPMENT & SUPPLY CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GAUDIN EQUIPMENT & SUPPLY CO 401(K) PROFIT SHARING PLAN & TRUST, GAUDIN EQUIPMENT & SUPPLY CO

GAUDIN EQUIPMENT & SUPPLY COEIN 72-0686915Plan #001PY 2024

2711 PIEDMONT ST - KENNER, LA 700624919504-466-7661LinkedIn1-10 employeescomputer software

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$342K

+38.5% from 2023

Total participants

+7.7% from 2023

Average account balance

$28,518

+15.4% from 2023

Annual return

13.32%

+1.62 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$342K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

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

+13.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$131

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$112 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.459%

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

$28,518

$160,070-82.2%

$147,117-80.6%

$145,897-80.5%

Participation rate

85.7%

84.0%+1.7pp

82.2%+3.5pp

80.3%+5.4pp

Annual return

13.32%

98.69%-85.4pp

420.54%-407.2pp

552.29%-539.0pp

Employer contribution / active EE

$5,285-100.0%

$4,932-100.0%

$4,663-100.0%

Participant deferral / active EE

$4,442

$8,419-47.2%

$8,065-44.9%

$6,689-33.6%

Admin fee / account holder

$131

$15,035-99.1%

$12,993-99.0%

$13,390-99.0%

GAUDIN EQUIPMENT & SUPPLY CO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GAUDIN EQUIPMENT & SUPPLY CO 401(K) PROFIT SHARING PLAN & TRUST

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