Retirement plan

ABELS FINANCIAL LTD 401K PLAN

Name: ABELS FINANCIAL LTD - ABELS FINANCIAL LTD 401K PLAN (2025) Form 5500
Creator: ABELS FINANCIAL LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABELS FINANCIAL LTD 401K PLAN, ABELS FINANCIAL LTD

ABELS FINANCIAL LTDEIN 84-3423442Plan #001PY 2025

205 S CLARK ST. - FOREST CITY, IA 50436641-585-4099LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$886K

+9.0% from 2024

Total participants

+20.0% from 2024

Average account balance

$147,679

-9.2% from 2024

Annual return

17.62%

-9.64 pp from 2024

Benchmarks

See 7,670 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort7,670 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$886K

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+17.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25026

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$150K

$50053 / participant

Other / not subdivided$150K100.0%

% of EOY assets

16.946%

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

$147,679

$275,752-46.4%

$256,809-42.5%

$198,609-25.6%

Participation rate

100.0%

89.2%+10.8pp

88.5%+11.5pp

82.4%+17.6pp

Annual return

17.62%

34.81%-17.2pp

32.73%-15.1pp

202.70%-185.1pp

Employer contribution / active EE

$4,767

$7,721-38.3%

$7,263-34.4%

$5,055-5.7%

Participant deferral / active EE

$20,742

$10,037+106.7%

$9,520+117.9%

$6,977+197.3%

Admin fee / account holder

$25,026

$25,716-2.7%

$25,146-0.5%

$19,030+31.5%

ABELS FINANCIAL LTD 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABELS FINANCIAL LTD 401K 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