Retirement plan

CR POWER SPORTS 401(K) PLAN

Name: CR POWER SPORTS, LLC - CR POWER SPORTS 401(K) PLAN (2025) Form 5500
Creator: CR POWER SPORTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CR POWER SPORTS 401(K) PLAN, CR POWER SPORTS, LLC

CR POWER SPORTS, LLCEIN 84-1820155Plan #001PY 2025

2572 S. OTSEGO AVENUE - GAYLORD, MI 49735989-732-4331

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+24.6% from 2024

Total participants

+34.5% from 2024

Average account balance

$35,989

+3.1% from 2024

Annual return

18.19%

+2.88 pp from 2024

Benchmarks

See 1,284 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,284 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

82.9%

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

+18.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4895

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 codes2E2J2F2G3D

Plan features

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).
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

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

$142K

$4056 / participant

Other / not subdivided$142K100.0%

% of EOY assets

13.602%

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

$35,989

$83,898-57.1%

$133,346-73.0%

$94,015-61.7%

Participation rate

71.4%

63.4%+8.1pp

72.8%-1.4pp

70.8%+0.6pp

Annual return

18.19%

16.00%+2.2pp

36.85%-18.7pp

17.84%+0.3pp

Employer contribution / active EE

$1,830

$1,821+0.5%

$2,853-35.9%

$2,790-34.4%

Participant deferral / active EE

$3,727

$3,245+14.9%

$4,332-14.0%

$4,249-12.3%

Admin fee / account holder

$4,895

$7,809-37.3%

$14,264-65.7%

$8,951-45.3%

CR POWER SPORTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CR POWER SPORTS 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