Retirement plan

NORTHWEST PORTABLES, LLC 401(K) PLAN

Name: NORTHWEST PORTABLES, LLC DBA AMERICAN SANI-CAN - NORTHWEST PORTABLES, LLC 401(K) PLAN (2024) Form 5500
Creator: NORTHWEST PORTABLES, LLC DBA AMERICAN SANI-CAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST PORTABLES, LLC 401(K) PLAN, NORTHWEST PORTABLES, LLC DBA AMERICAN SANI-CAN

NORTHWEST PORTABLES, LLC DBA AMERICAN SANI-CANEIN 83-3158259Plan #001PY 2024

PO BOX 20265 - PORTLAND, OR 97294503-252-0550

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$918K

+51.7% from 2023

Total participants

+2.6% from 2023

Average account balance

$25,505

+47.5% from 2023

Annual return

22.57%

-7.06 pp from 2023

Benchmarks

See 675 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort675 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$918K

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.

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$195K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+22.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$708

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 codes2J2L2R3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$25K

$796 / participant

Other / not subdivided$25K100.0%

% of EOY assets

2.775%

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

$25,505

$89,515-71.5%

$103,065-75.3%

$80,959-68.5%

Participation rate

90.6%

76.0%+14.6pp

80.6%+10.1pp

67.7%+23.0pp

Annual return

22.57%

22.82%-0.2pp

23.95%-1.4pp

35.67%-13.1pp

Employer contribution / active EE

$1,870

$4,015-53.4%

$4,675-60.0%

$2,757-32.2%

Participant deferral / active EE

$4,232

$5,463-22.5%

$6,625-36.1%

$4,300-1.6%

Admin fee / account holder

$708

$6,527-89.2%

$9,349-92.4%

$6,925-89.8%

NORTHWEST PORTABLES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST PORTABLES, 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