Retirement plan

FLOORSHIELD, INC. 401(K) PROFIT SHARING PLAN

Name: FLOORSHIELD, INC. - FLOORSHIELD, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: FLOORSHIELD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLOORSHIELD, INC. 401(K) PROFIT SHARING PLAN, FLOORSHIELD, INC.

FLOORSHIELD, INC.EIN 85-0479985Plan #001PY 2025

P.O.BOX 91105 - ALBUQUERQUE, NM 87199505-797-5200floorshieldinc.comLinkedIn11-50 employeesconstruction

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$278K

+30.1% from 2024

Total participants

+22.2% from 2024

Average account balance

$25,240

+6.5% from 2024

Annual return

11.01%

-5.55 pp from 2024

Benchmarks

See 37,822 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,822 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$278K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1558

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$17K

$2143 / participant

Other / not subdivided$17K100.0%

% of EOY assets

6.175%

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

$25,240

$114,119-77.9%

$107,187-76.5%

$138,895-81.8%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

79.9%+20.1pp

Annual return

11.01%

273.21%-262.2pp

204.55%-193.5pp

145.39%-134.4pp

Employer contribution / active EE

$2,300

$4,059-43.3%

$3,782-39.2%

$4,194-45.2%

Participant deferral / active EE

$4,466

$5,538-19.4%

$5,096-12.4%

$6,396-30.2%

Admin fee / account holder

$1,558

$10,024-84.5%

$9,162-83.0%

$12,562-87.6%

FLOORSHIELD, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLOORSHIELD, INC. 401(K) PROFIT SHARING 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