Retirement plan

NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP PLAN

Name: NORTH PARK TRANSPORTATION COMPANY - NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: NORTH PARK TRANSPORTATION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP PLAN, NORTH PARK TRANSPORTATION COMPANY

NORTH PARK TRANSPORTATION COMPANYEIN 84-0364105Plan #001PY 2024

5150 COLUMBINE ST - DENVER, CO 802162305303-295-0300nopk.comLinkedIn201-500 employeestransportation/trucking/railroad

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$101.1M

+9.8% from 2023

Total participants

412

+0.2% from 2023

Average account balance

$245,940

+9.8% from 2023

Annual return

15.81%

-8.47 pp from 2023

Benchmarks

See 679 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort679 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$101.08M

Not enough data

1 years with asset history on file

Average account balance

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

$246K

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.

411

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87

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
JONES MERTSCHING CPAS, P.C.10+ years Service code 10 · EIN 84-0919886 32186 CASTLE COURT SUITE 220 · EVERGREEN, CO 80439	Accounting	$12,600

Plan features & details

Pension benefit codes2E2H2J2O2Q

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$36K

$111 / participant

Investment mgmt$23K64.3%
Other / not subdivided$13K35.7%

% of EOY assets

0.035%

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: JONES MERTSCHING CPAS, P.C.
Auditor EIN: 840919886
Audit fees: $12,600
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$245,940

$55,482+343.3%

$76,051+223.4%

$77,692+216.6%

Participation rate

99.7%

63.7%+36.0pp

69.1%+30.6pp

70.6%+29.1pp

Annual return

15.81%

17.09%-1.3pp

360.42%-344.6pp

31.25%-15.4pp

Employer contribution / active EE

$5,919

$1,792+230.3%

$2,690+120.1%

$2,726+117.1%

Participant deferral / active EE

$5,058

$3,455+46.4%

$4,257+18.8%

$4,648+8.8%

Admin fee / account holder

$87

$407-78.6%

$6,416-98.6%

$431-79.8%

Provider

Service type

Compensation

JONES MERTSCHING CPAS, P.C.10+ years

Service code 10 · EIN 84-0919886

32186 CASTLE COURT SUITE 220 · EVERGREEN, CO 80439

Accounting

$12,600

NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH PARK TRANSPORTATION COMPANY-EMPLOYEE STOCK OWNERSHIP 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