Retirement plan

BULL MOOSE HEAVY HAUL, INC. 401(K) PLAN

Name: BULL MOOSE HEAVY HAUL, INC. - BULL MOOSE HEAVY HAUL, INC. 401(K) PLAN (2024) Form 5500
Creator: BULL MOOSE HEAVY HAUL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BULL MOOSE HEAVY HAUL, INC. 401(K) PLAN, BULL MOOSE HEAVY HAUL, INC.

BULL MOOSE HEAVY HAUL, INC.EIN 81-1086616Plan #001PY 2024

1086 S. 3RD STREET, P.O. BOX 400 - MANCHESTER, IA 52057563-927-4900LinkedIn201-500 employeestransportation/trucking/railroad

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$10M

+21.2% from 2023

Total participants

400

+8.7% from 2023

Average account balance

$26,275

+7.8% from 2023

Annual return

12.37%

-2.56 pp from 2023

Benchmarks

See 4,102 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,102 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.98M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

380

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.

90.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$218

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2 years Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044	Recordkeeping	$40,060
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667	Advisory (Plan)	$31,310
EISNERAMPER LLP2 years Filed as: EISNER ADVISORY GROUP LLC Service code 15 · EIN 87-1353108	Recordkeeping	$8,860

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$83K

$383 / participant

Contract admin$83K100.0%

% of EOY assets

0.829%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSENALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,275

$79,189-66.8%

$102,457-74.4%

$74,400-64.7%

Participation rate

90.7%

74.8%+16.0pp

76.5%+14.2pp

67.2%+23.5pp

Annual return

12.37%

54.98%-42.6pp

29.41%-17.0pp

1367.51%-1355.1pp

Employer contribution / active EE

$2,978

$2,362+26.1%

$3,022-1.5%

$2,624+13.5%

Participant deferral / active EE

$4,004

$4,415-9.3%

$5,054-20.8%

$4,348-7.9%

Admin fee / account holder

$218

$2,002-89.1%

$9,451-97.7%

$1,944-88.8%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,

Service code 15 · EIN 13-3689044

Recordkeeping

$40,060

SAGEVIEW ADVISORY GROUP, LLC2 years

Service code 27 · EIN 33-0818667

Advisory (Plan)

$31,310

EISNERAMPER LLP2 years

Filed as: EISNER ADVISORY GROUP LLC

Service code 15 · EIN 87-1353108

Recordkeeping

$8,860

BULL MOOSE HEAVY HAUL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BULL MOOSE HEAVY HAUL, 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