Retirement plan

DREWELOW REMEDIATION EQUIPMENT 401(K) PROFIT SHARING PLAN AND T

Name: DREWELOW REMEDIATION EQUIPMENT - DREWELOW REMEDIATION EQUIPMENT 401(K) PROFIT SHARING PLAN AND T (2025) Form 5500
Creator: DREWELOW REMEDIATION EQUIPMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DREWELOW REMEDIATION EQUIPMENT 401(K) PROFIT SHARING PLAN AND T, DREWELOW REMEDIATION EQUIPMENT

DREWELOW REMEDIATION EQUIPMENTEIN 91-2084701Plan #001PY 2025

1523 STERLING COURT - ESCONDIDO, CA 92029760-546-6456dre-equip.comLinkedIn1-10 employeesenvironmental services

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.4M

+18.7% from 2024

Total participants

0.0% from 2024

Average account balance

$859,346

+18.7% from 2024

Annual return

13.21%

+1.18 pp from 2024

Benchmarks

See 9,721 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,721 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.44M

Not enough data

1 years with asset history on file

Average account balance

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

$859K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10

$3 / participant

Other / not subdivided$10100.0%

% of EOY assets

0.000%

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

$859,346

$108,882+689.2%

$96,754+788.2%

$154,746+455.3%

Participation rate

100.0%

75.1%+24.9pp

70.3%+29.7pp

80.7%+19.3pp

Annual return

13.21%

98.39%-85.2pp

82.04%-68.8pp

172.34%-159.1pp

Employer contribution / active EE

$26,481

$3,018+777.4%

$2,679+888.4%

$4,379+504.7%

Participant deferral / active EE

$26,233

$5,323+392.9%

$4,758+451.4%

$6,730+289.8%

Admin fee / account holder

$10,200-100.0%

$8,905-100.0%

$14,365-100.0%

DREWELOW REMEDIATION EQUIPMENT 401(K) PROFIT SHARING PLAN AND T

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DREWELOW REMEDIATION EQUIPMENT 401(K) PROFIT SHARING PLAN AND T

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