Retirement plan

NORTHWEST SHIPPING ROOM 401(K) PROFIT SHARING PLAN & TRUST

Name: GUNNING PARMAN LLC - NORTHWEST SHIPPING ROOM 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: GUNNING PARMAN LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST SHIPPING ROOM 401(K) PROFIT SHARING PLAN & TRUST, GUNNING PARMAN LLC

GUNNING PARMAN LLCEIN 91-0933831Plan #001PY 2025

PO BOX 80444 - SEATTLE, WA 981080444206-489-1160

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-36.1% from 2024

Total participants

0.0% from 2024

Average account balance

$60,487

-57.4% from 2024

Annual return

9.81%

-9.06 pp from 2024

Benchmarks

See 13,952 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,952 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52589

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 codes2E2F3D2T2G2J

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

$1.3M

$60102 / participant

Other / not subdivided$1M100.0%

% of EOY assets

86.943%

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

$60,487

$99,053-38.9%

$88,179-31.4%

$138,895-56.5%

Participation rate

90.5%

74.2%+16.2pp

69.1%+21.3pp

79.9%+10.6pp

Annual return

9.81%

78.17%-68.4pp

64.97%-55.2pp

145.39%-135.6pp

Employer contribution / active EE

$4,334

$2,882+50.4%

$2,549+70.0%

$4,194+3.3%

Participant deferral / active EE

$5,495

$5,225+5.2%

$4,614+19.1%

$6,396-14.1%

Admin fee / account holder

$52,589

$8,748+501.1%

$7,673+585.4%

$12,562+318.6%

NORTHWEST SHIPPING ROOM 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST SHIPPING ROOM 401(K) PROFIT SHARING PLAN & TRUST

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