Retirement plan

ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN

Name: ANGLEN DIESEL, INC. 401K PROFIT - ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: ANGLEN DIESEL, INC. 401K PROFIT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN, ANGLEN DIESEL, INC. 401K PROFIT

ANGLEN DIESEL, INC. 401K PROFITEIN 73-1407093Plan #001PY 2024

1304 NORTH POCOLA BLVD - POCOLA, OK 74902918-436-2438

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$815K

+12.3% from 2023

Total participants

-9.1% from 2023

Average account balance

$90,558

+37.2% from 2023

Annual return

9.93%

-3.25 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$815K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1945

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 codes2E2G2J

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.

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

$18K

$1945 / participant

Other / not subdivided$18K100.0%

% of EOY assets

2.148%

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

$90,558

$88,710+2.1%

$81,783+10.7%

$145,959-38.0%

Participation rate

88.9%

75.0%+13.8pp

72.4%+16.5pp

80.3%+8.6pp

Annual return

9.93%

1027.26%-1017.3pp

775.05%-765.1pp

561.95%-552.0pp

Employer contribution / active EE

$1,052

$3,083-65.9%

$2,913-63.9%

$4,661-77.4%

Participant deferral / active EE

$2,205

$4,645-52.5%

$4,320-49.0%

$6,689-67.0%

Admin fee / account holder

$1,945

$8,407-76.9%

$7,380-73.6%

$13,398-85.5%

ANGLEN DIESEL, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGLEN DIESEL, INC. 401K PROFIT SHARING 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