Retirement plan

DANA F. BESECKER COMPANY, INC. 401(K) PROFIT SHARING PLAN

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

DANA F. BESECKER COMPANY, INC.EIN 91-1641087Plan #002PY 2025

7900 SE 28TH ST., SUITE 403 - MERCER ISLAND, WA 98040dfbcompany.comLinkedIn1-10 employeesfishery

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.4M

+19.6% from 2024

Total participants

+9.1% from 2024

Average account balance

$364,324

+9.6% from 2024

Annual return

14.45%

+2.86 pp from 2024

Benchmarks

See 1,999 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort1,999 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.37M

Not enough data

1 years with asset history on file

Average account balance

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

$364K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$253K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7528

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$90K

$9034 / participant

Other / not subdivided$90K100.0%

% of EOY assets

2.066%

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

$364,324

$185,141+96.8%

$153,416+137.5%

$155,188+134.8%

Participation rate

100.0%

79.9%+20.1pp

74.3%+25.7pp

80.8%+19.2pp

Annual return

14.45%

18.72%-4.3pp

17.84%-3.4pp

148.84%-134.4pp

Employer contribution / active EE

$15,243

$4,489+239.5%

$3,764+305.0%

$4,248+258.8%

Participant deferral / active EE

$10,075

$5,477+84.0%

$4,723+113.3%

$6,531+54.3%

Admin fee / account holder

$7,528

$16,005-53.0%

$13,095-42.5%

$14,480-48.0%

DANA F. BESECKER COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DANA F. BESECKER COMPANY, 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