Retirement plan

PETERSEN & SONS TRUCKING, INC. 401(K) PLAN

Name: PETERSEN & SONS TRUCKING, INC. - PETERSEN & SONS TRUCKING, INC. 401(K) PLAN (2025) Form 5500
Creator: PETERSEN & SONS TRUCKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETERSEN & SONS TRUCKING, INC. 401(K) PLAN, PETERSEN & SONS TRUCKING, INC.

PETERSEN & SONS TRUCKING, INC.EIN 84-4476251Plan #001PY 2025

15308 S COUNTY LINE RD - KINGSVILLE, MO 64061816-616-6415

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$159K

+38.2% from 2024

Total participants

+57.1% from 2024

Average account balance

$17,716

-7.9% from 2024

Annual return

18.57%

+2.46 pp from 2024

Benchmarks

See 3,066 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort3,066 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$159K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2863

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 codes2E3D2G2J2F2T

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

$26K

$2577 / participant

Other / not subdivided$26K100.0%

% of EOY assets

16.162%

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

$17,716

$106,588-83.4%

$94,215-81.2%

$155,188-88.6%

Participation rate

80.0%

74.3%+5.7pp

70.0%+10.0pp

80.8%-0.8pp

Annual return

18.57%

29.39%-10.8pp

28.22%-9.6pp

148.84%-130.3pp

Employer contribution / active EE

$1,916

$3,080-37.8%

$2,675-28.4%

$4,248-54.9%

Participant deferral / active EE

$2,848

$4,802-40.7%

$4,276-33.4%

$6,531-56.4%

Admin fee / account holder

$2,863

$12,281-76.7%

$10,216-72.0%

$14,480-80.2%

PETERSEN & SONS TRUCKING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETERSEN & SONS TRUCKING, INC. 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