Retirement plan

BOB'S RURAL GARBAGE SERVICE, INC. 401(K) PLAN

Name: BOB'S RURAL GARBAGE SERVICE, INC. - BOB'S RURAL GARBAGE SERVICE, INC. 401(K) PLAN (2024) Form 5500
Creator: BOB'S RURAL GARBAGE SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOB'S RURAL GARBAGE SERVICE, INC. 401(K) PLAN, BOB'S RURAL GARBAGE SERVICE, INC.

BOB'S RURAL GARBAGE SERVICE, INC.EIN 75-2178868Plan #001PY 2024

800 COUNTY ROAD 807 - ALVARADO, TX 76009817-645-8517bobsruralgarbage.comLinkedIn1-10 employeespackage/freight delivery

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$543K

+19.3% from 2023

Total participants

-16.0% from 2023

Average account balance

$108,635

+43.2% from 2023

Annual return

10.87%

-3.95 pp from 2023

Benchmarks

See 19,460 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,460 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$543K

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2G2J2R3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$100

$5 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.018%

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

$108,635

$99,921+8.7%

$85,009+27.8%

$145,959-25.6%

Participation rate

20.0%

74.1%-54.1pp

67.5%-47.5pp

80.3%-60.3pp

Annual return

10.87%

83.89%-73.0pp

66.47%-55.6pp

561.95%-551.1pp

Employer contribution / active EE

$611

$3,233-81.1%

$2,728-77.6%

$4,661-86.9%

Participant deferral / active EE

$1,312

$5,293-75.2%

$4,522-71.0%

$6,689-80.4%

Admin fee / account holder

$20

$7,252-99.7%

$6,153-99.7%

$13,398-99.9%

BOB'S RURAL GARBAGE SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOB'S RURAL GARBAGE SERVICE, INC. 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