Retirement plan

A. WILBERT'S SONS, L.L.C. 401K PLAN

Name: A. WILBERT'S SONS, L.L.C. - A. WILBERT'S SONS, L.L.C. 401K PLAN (2025) Form 5500
Creator: A. WILBERT'S SONS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A. WILBERT'S SONS, L.L.C. 401K PLAN, A. WILBERT'S SONS, L.L.C.

A. WILBERT'S SONS, L.L.C.EIN 72-1127856Plan #004PY 2025

58020 BAYOU RD - PLAQUEMINE, LA 707642502225-687-3591awilbertsons.comLinkedIn11-50 employeesfarming

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+19.3% from 2024

Total participants

-41.7% from 2024

Average account balance

$247,897

+25.6% from 2024

Annual return

15.40%

+3.00 pp from 2024

Benchmarks

See 9,302 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort9,302 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.71M

Not enough data

1 years with asset history on file

Average account balance

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

$248K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2760

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 codes2E2F2G2J2T3D3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$52K

$3496 / participant

Other / not subdivided$52K100.0%

% of EOY assets

1.113%

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

$247,897

$208,088+19.1%

$186,193+33.1%

$154,746+60.2%

Participation rate

86.7%

80.0%+6.7pp

77.1%+9.6pp

80.7%+6.0pp

Annual return

15.40%

89.97%-74.6pp

78.03%-62.6pp

172.34%-156.9pp

Employer contribution / active EE

$4,890

$4,340+12.7%

$3,918+24.8%

$4,379+11.7%

Participant deferral / active EE

$8,922

$7,078+26.1%

$6,513+37.0%

$6,730+32.6%

Admin fee / account holder

$2,760

$11,698-76.4%

$11,058-75.0%

$14,365-80.8%

A. WILBERT'S SONS, L.L.C. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A. WILBERT'S SONS, L.L.C. 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