Retirement plan

NORTH DALLAS MLC RETIREMENT PLAN

Name: NORTH DALLAS MLC, INC. - NORTH DALLAS MLC RETIREMENT PLAN (2024) Form 5500
Creator: NORTH DALLAS MLC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH DALLAS MLC RETIREMENT PLAN, NORTH DALLAS MLC, INC.

NORTH DALLAS MLC, INC.EIN 81-2099264Plan #001PY 2024

5801 BRACKNELL DRIVE - PARKER, TX 75002248-787-1935

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$641K

+6.2% from 2023

Total participants

0.0% from 2023

Average account balance

$320,492

+6.2% from 2023

Annual return

6.16%

+0.95 pp from 2023

Benchmarks

See 1,611 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,611 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$641K

Not enough data

1 years with asset history on file

Average account balance

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

$320K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$320,492

$123,859+158.8%

$69,632+360.3%

$145,897+119.7%

Participation rate

100.0%

69.2%+30.8pp

66.4%+33.6pp

80.3%+19.7pp

Annual return

6.16%

192.49%-186.3pp

101.32%-95.2pp

552.29%-546.1pp

Employer contribution / active EE

$2,673-100.0%

$1,708-100.0%

$4,663-100.0%

Participant deferral / active EE

$4,242-100.0%

$2,889-100.0%

$6,689-100.0%

Admin fee / account holder

$7,817-100.0%

$4,695-100.0%

$13,390-100.0%

NORTH DALLAS MLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NORTH DALLAS MLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion