Retirement plan

THE NORDAN TRUST 401K PLAN

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

THE NORDAN TRUSTEIN 74-1617645Plan #002PY 2024

2135 E HILDEBRAND AVE - SAN ANTONIO, TX 78209210-222-1271thenordantrust.comLinkedIn1-10 employeesevents services

Other plans on this EIN

1 filing

#001Retirement-$249K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$327K

+39.5% from 2023

Total participants

0.0% from 2023

Average account balance

$327,413

+39.5% from 2023

Annual return

26.50%

+21.90 pp from 2023

Benchmarks

See 1,589 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,589 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$327K

Not enough data

1 years with asset history on file

Average account balance

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

$327K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+26.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$327,413

$210,510+55.5%

$153,500+113.3%

$145,877+124.4%

Participation rate

100.0%

82.1%+17.9pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

26.50%

13.45%+13.0pp

15.70%+10.8pp

551.28%-524.8pp

Employer contribution / active EE

$6,052-100.0%

$5,039-100.0%

$4,663-100.0%

Participant deferral / active EE

$30,500

$7,974+282.5%

$6,756+351.4%

$6,691+355.9%

Admin fee / account holder

$19,455-100.0%

$12,736-100.0%

$13,402-100.0%

THE NORDAN TRUST 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE NORDAN TRUST 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion