Retirement plan

X-TREME CARTAGE & WAREHOUSING SYSTEMS 401K PLAN

Name: X-TREME CARTAGE & WAREHOUSING SYSTEMS - X-TREME CARTAGE & WAREHOUSING SYSTEMS 401K PLAN (2024) Form 5500
Creator: X-TREME CARTAGE & WAREHOUSING SYSTEMS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, X-TREME CARTAGE & WAREHOUSING SYSTEMS 401K PLAN, X-TREME CARTAGE & WAREHOUSING SYSTEMS

X-TREME CARTAGE & WAREHOUSING SYSTEMSEIN 75-3078256Plan #001PY 2024

12889 WETMORE RD. - SAN ANTONIO, TX 78247210-637-5400

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$129K

+81.5% from 2023

Total participants

+5.3% from 2023

Average account balance

$42,894

+81.5% from 2023

Annual return

12.64%

+9.30 pp from 2023

Benchmarks

See 9,752 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,752 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$80K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

15.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

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

+13.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39038

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$761

$38 / participant

Other / not subdivided$761100.0%

% of EOY assets

0.591%

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

$42,894

$90,489-52.6%

$76,051-43.6%

$145,978-70.6%

Participation rate

15.0%

74.5%-59.5pp

69.1%-54.1pp

80.3%-65.3pp

Annual return

12.64%

622.78%-610.1pp

360.42%-347.8pp

550.52%-537.9pp

Employer contribution / active EE

$567

$3,319-82.9%

$2,690-78.9%

$4,662-87.8%

Participant deferral / active EE

$1,875

$5,164-63.7%

$4,257-56.0%

$6,690-72.0%

Admin fee / account holder

$254

$8,374-97.0%

$6,416-96.0%

$13,400-98.1%

X-TREME CARTAGE & WAREHOUSING SYSTEMS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

X-TREME CARTAGE & WAREHOUSING SYSTEMS 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