Retirement plan

BLACK BALL TRANSPORT, INC. RETIREMENT PLAN

Name: BLACK BALL TRANSPORT, INC. - BLACK BALL TRANSPORT, INC. RETIREMENT PLAN (2025) Form 5500
Creator: BLACK BALL TRANSPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLACK BALL TRANSPORT, INC. RETIREMENT PLAN, BLACK BALL TRANSPORT, INC.

BLACK BALL TRANSPORT, INC.EIN 91-0594931Plan #001PY 2025

820 NE 45TH STREET, SUITE 3 - SEATTLE, WA 98105206-283-4401LinkedIn1-10 employeesmarketing and advertising

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+9.6% from 2024

Total participants

0.0% from 2024

Average account balance

$166,700

+9.6% from 2024

Annual return

5.32%

-12.25 pp from 2024

Benchmarks

See 4,211 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort4,211 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+5.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1161

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

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

$16K

$1626 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.697%

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

$166,700

$107,733+54.7%

$92,985+79.3%

$154,746+7.7%

Participation rate

100.0%

74.6%+25.4pp

69.5%+30.5pp

80.7%+19.3pp

Annual return

5.32%

30.39%-25.1pp

27.99%-22.7pp

172.34%-167.0pp

Employer contribution / active EE

$5,125

$3,126+63.9%

$2,662+92.5%

$4,379+17.0%

Participant deferral / active EE

$4,026

$5,053-20.3%

$4,377-8.0%

$6,730-40.2%

Admin fee / account holder

$1,161

$11,369-89.8%

$9,463-87.7%

$14,365-91.9%

BLACK BALL TRANSPORT, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLACK BALL TRANSPORT, INC. RETIREMENT 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