Retirement plan

FOND EXPRESS WORLDWIDE, INC. RETIREMENT PLAN

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

FOND EXPRESS WORLDWIDE, INC.EIN 82-5134238Plan #002PY 2024

13177 RAMONA BLVD., STE. G - IRWINDALE, CA 91706323-776-1081

Other plans on this EIN

1 filing

#003Retirement-$1.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$371K

+65.3% from 2023

Total participants

+12.5% from 2023

Average account balance

$41,215

+46.9% from 2023

Annual return

11.23%

-8.57 pp from 2023

Benchmarks

See 9,736 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,736 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$371K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+11.23%

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 codes2E2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$41,215

$90,614-54.5%

$76,089-45.8%

$145,877-71.7%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

11.23%

623.80%-612.6pp

360.94%-349.7pp

551.28%-540.1pp

Employer contribution / active EE

$2,049

$3,324-38.4%

$2,690-23.8%

$4,663-56.1%

Participant deferral / active EE

$15,286

$5,168+195.8%

$4,259+258.9%

$6,691+128.5%

Admin fee / account holder

$8,376-100.0%

$6,418-100.0%

$13,402-100.0%

FOND EXPRESS WORLDWIDE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FOND EXPRESS WORLDWIDE, INC. 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