Retirement plan

ALL WAYS SAFE, LLC 401(K) PLAN

Name: ALL WAYS SAFE, LLC - ALL WAYS SAFE, LLC 401(K) PLAN (2024) Form 5500
Creator: ALL WAYS SAFE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL WAYS SAFE, LLC 401(K) PLAN, ALL WAYS SAFE, LLC

ALL WAYS SAFE, LLCEIN 82-3204897Plan #001PY 2024

159 S. MCDONALD ST. - MCDONALD, PA 15057412-301-2300all-waysfit.comLinkedIn11-50 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#002Retirement-$2.9M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.9M

+28.9% from 2023

Total participants

270

+9.3% from 2023

Average account balance

$18,107

+17.9% from 2023

Annual return

10.46%

-10.01 pp from 2023

Benchmarks

See 1,226 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,226 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.89M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

270

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

$947K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80

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 1 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS2 years Service code 28 · EIN 95-6817943 P.O. BOX 2280 · NORFOLK, VA 235012280	Investment Management	$21,625

Plan features & details

Pension benefit codes2A2E2F2J3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
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

$22K

$177 / participant

Contract admin$22K100.0%

% of EOY assets

0.442%

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: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,107

$54,679-66.9%

$76,119-76.2%

$74,459-75.7%

Participation rate

100.0%

60.3%+39.7pp

69.1%+30.9pp

67.2%+32.8pp

Annual return

10.46%

31.90%-21.4pp

361.25%-350.8pp

1369.70%-1359.2pp

Employer contribution / active EE

$4,932

$1,781+176.9%

$2,693+83.2%

$2,626+87.8%

Participant deferral / active EE

$2,833

$3,072-7.8%

$4,259-33.5%

$4,350-34.9%

Admin fee / account holder

$80

$2,238-96.4%

$6,421-98.8%

$1,945-95.9%

Provider

Service type

Compensation

AMERICAN FUNDS2 years

Service code 28 · EIN 95-6817943

P.O. BOX 2280 · NORFOLK, VA 235012280

Investment Management

$21,625

ALL WAYS SAFE, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL WAYS SAFE, LLC 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