Retirement plan

HTL FREIGHT 401(K) PLAN

Name: REPL BROKERAGE HOLDINGS LLC - HTL FREIGHT 401(K) PLAN (2024) Form 5500
Creator: REPL BROKERAGE HOLDINGS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HTL FREIGHT 401(K) PLAN, REPL BROKERAGE HOLDINGS LLC

REPL BROKERAGE HOLDINGS LLCdba DBA HTL FREIGHTEIN 85-4288023Plan #001PY 2024

5950 FAIRVIEW ROAD, - CHARLOTTE, NC 28210704-504-8922

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$272K

+87.7% from 2023

Total participants

+18.8% from 2023

Average account balance

$22,707

+87.7% from 2023

Annual return

15.04%

-23.71 pp from 2023

Benchmarks

See 9,725 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,725 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$272K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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

$105K

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

+15.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$242

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 codes2E2G2J2T3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$182 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.067%

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

$22,707

$90,691-75.0%

$76,119-70.2%

$145,884-84.4%

Participation rate

56.3%

74.5%-18.2pp

69.1%-12.8pp

80.3%-24.1pp

Annual return

15.04%

624.52%-609.5pp

361.25%-346.2pp

551.85%-536.8pp

Employer contribution / active EE

$2,453

$3,329-26.3%

$2,693-8.9%

$4,662-47.4%

Participant deferral / active EE

$4,138

$5,167-19.9%

$4,259-2.8%

$6,690-38.1%

Admin fee / account holder

$242

$8,383-97.1%

$6,421-96.2%

$13,392-98.2%

HTL FREIGHT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HTL FREIGHT 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