Retirement plan

ANGELINA & NECHES RIVER RAILROAD CO. 401(K) PROFIT SHARING PLAN

Name: ANGELINA & NECHES RIVER RAILROAD CO. - ANGELINA & NECHES RIVER RAILROAD CO. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ANGELINA & NECHES RIVER RAILROAD CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANGELINA & NECHES RIVER RAILROAD CO. 401(K) PROFIT SHARING PLAN, ANGELINA & NECHES RIVER RAILROAD CO.

ANGELINA & NECHES RIVER RAILROAD CO.EIN 75-6000109Plan #002PY 2025

PO BOX 1328 - LUFKIN, TX 75902936-634-4403anrrr.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$242K

-34.3% from 2024

Total participants

0.0% from 2024

Average account balance

$48,360

-8.0% from 2024

Annual return

13.77%

+8.57 pp from 2024

Benchmarks

See 6,748 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,748 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$242K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48544

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 codes2E2F3D2J2H2T

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$243K

$34674 / participant

Other / not subdivided$243K100.0%

% of EOY assets

100.381%

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

$48,360

$88,996-45.7%

$78,004-38.0%

$138,895-65.2%

Participation rate

71.4%

74.4%-2.9pp

69.4%+2.0pp

79.9%-8.5pp

Annual return

13.77%

28.03%-14.3pp

31.07%-17.3pp

145.39%-131.6pp

Employer contribution / active EE

$5,457

$2,917+87.1%

$2,469+121.0%

$4,194+30.1%

Participant deferral / active EE

$3,897

$4,724-17.5%

$4,092-4.7%

$6,396-39.1%

Admin fee / account holder

$48,544

$8,807+451.2%

$7,578+540.6%

$12,562+286.4%

ANGELINA & NECHES RIVER RAILROAD CO. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANGELINA & NECHES RIVER RAILROAD CO. 401(K) 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