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 (2024) 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 2024

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

Other plans on this EIN

1 filing

#001Retirement-$5.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$368K

+22.3% from 2023

Total participants

0.0% from 2023

Average account balance

$52,579

+4.8% from 2023

Annual return

5.21%

-11.26 pp from 2023

Benchmarks

See 9,725 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$368K

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+5.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$224

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$224 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.427%

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

$52,579

$90,691-42.0%

$76,119-30.9%

$145,884-64.0%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

5.21%

624.52%-619.3pp

361.25%-356.0pp

551.85%-546.6pp

Employer contribution / active EE

$2,465

$3,329-25.9%

$2,693-8.4%

$4,662-47.1%

Participant deferral / active EE

$5,090

$5,167-1.5%

$4,259+19.5%

$6,690-23.9%

Admin fee / account holder

$224

$8,383-97.3%

$6,421-96.5%

$13,392-98.3%

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