Retirement plan

JLF TUB & TILE REGLAZING 401K PLAN

Name: JLF TUB & TILE REGLAZING - JLF TUB & TILE REGLAZING 401K PLAN (2025) Form 5500
Creator: JLF TUB & TILE REGLAZING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JLF TUB & TILE REGLAZING 401K PLAN, JLF TUB & TILE REGLAZING

JLF TUB & TILE REGLAZINGEIN 85-2489008Plan #001PY 2025

2235 1ST STREET #108 - SIMI VALLEY, CA 93065818-722-2377

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$88K

+125.3% from 2024

Total participants

-11.1% from 2024

Average account balance

$14,590

+87.7% from 2024

Annual return

28.50%

+6.25 pp from 2024

Benchmarks

See 24,949 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort24,949 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$88K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

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

+28.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$367

$46 / participant

Other / not subdivided$367100.0%

% of EOY assets

0.419%

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

$14,590

$129,737-88.8%

$119,126-87.8%

$154,746-90.6%

Participation rate

75.0%

78.9%-3.9pp

75.8%-0.8pp

80.7%-5.7pp

Annual return

28.50%

379.08%-350.6pp

282.11%-253.6pp

172.34%-143.8pp

Employer contribution / active EE

$1,790

$4,375-59.1%

$4,034-55.6%

$4,379-59.1%

Participant deferral / active EE

$2,911

$5,842-50.2%

$5,318-45.3%

$6,730-56.7%

Admin fee / account holder

$61

$11,961-99.5%

$10,693-99.4%

$14,365-99.6%

JLF TUB & TILE REGLAZING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JLF TUB & TILE REGLAZING 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