Retirement plan

PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: PIONEER DOOR, INC. - PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: PIONEER DOOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & TRUST, PIONEER DOOR, INC.

PIONEER DOOR, INC.EIN 92-0099939Plan #001PY 2024

6514 GREENWOOD - ANCHORAGE, AK 99518907-344-2212pioneerdoorak.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

-3.1% from 2023

Total participants

-8.3% from 2023

Average account balance

$98,108

+1.5% from 2023

Annual return

11.64%

-2.92 pp from 2023

Benchmarks

See 54,915 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,915 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

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

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21844

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$459K

$28670 / participant

Other / not subdivided$459K100.0%

% of EOY assets

22.265%

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

$98,108

$111,814-12.3%

$103,378-5.1%

$145,978-32.8%

Participation rate

93.8%

77.9%+15.8pp

74.5%+19.2pp

80.3%+13.5pp

Annual return

11.64%

24.80%-13.2pp

24.91%-13.3pp

550.52%-538.9pp

Employer contribution / active EE

$3,222

$4,215-23.6%

$3,870-16.8%

$4,662-30.9%

Participant deferral / active EE

$6,300

$5,618+12.1%

$5,058+24.6%

$6,690-5.8%

Admin fee / account holder

$21,844

$9,764+123.7%

$8,401+160.0%

$13,400+63.0%

PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIONEER DOOR, INC. 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