Retirement plan

LARRY E. GUSTAFSON, INC. 401(K) PROFIT SHARING PLAN

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

LARRY E. GUSTAFSON, INC.EIN 86-0779300Plan #001PY 2025

1517 E. TODD DRIVE - TEMPE, AZ 85283480-820-6643legins.netLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$430K

+26.8% from 2024

Total participants

+33.3% from 2024

Average account balance

$143,414

+26.8% from 2024

Annual return

13.27%

+0.08 pp from 2024

Benchmarks

See 17,871 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort17,871 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$430K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1834

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$6K

$1375 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.279%

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

$143,414

$223,823-35.9%

$211,142-32.1%

$154,746-7.3%

Participation rate

75.0%

87.9%-12.9pp

87.3%-12.3pp

80.7%-5.7pp

Annual return

13.27%

50.39%-37.1pp

46.84%-33.6pp

172.34%-159.1pp

Employer contribution / active EE

$1,865

$6,787-72.5%

$6,442-71.1%

$4,379-57.4%

Participant deferral / active EE

$9,620

$9,750-1.3%

$9,284+3.6%

$6,730+42.9%

Admin fee / account holder

$1,834

$19,707-90.7%

$19,076-90.4%

$14,365-87.2%

LARRY E. GUSTAFSON, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LARRY E. GUSTAFSON, 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