Retirement plan

B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST

Name: B&R FISH BY-PRODUCTS INC - B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST (2024) Form 5500
Creator: B&R FISH BY-PRODUCTS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST, B&R FISH BY-PRODUCTS INC

B&R FISH BY-PRODUCTS INCEIN 92-0123203Plan #001PY 2024

819 LOWER MILL BAY ROAD - KODIAK, AK 99615907-539-1749LinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+24.2% from 2023

Total participants

-35.7% from 2023

Average account balance

$166,407

+24.2% from 2023

Annual return

10.85%

-0.54 pp from 2023

Benchmarks

See 4,448 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,448 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.85%

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$166,407

$100,279+65.9%

$81,353+104.5%

$145,884+14.1%

Participation rate

87.5%

74.3%+13.2pp

69.5%+18.0pp

80.3%+7.2pp

Annual return

10.85%

34.49%-23.6pp

24.82%-14.0pp

551.85%-541.0pp

Employer contribution / active EE

$5,145

$2,979+72.7%

$2,464+108.8%

$4,662+10.3%

Participant deferral / active EE

$12,688

$4,611+175.2%

$3,885+226.6%

$6,690+89.7%

Admin fee / account holder

$8,206-100.0%

$5,766-100.0%

$13,392-100.0%

B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

B&R FISH BY-PRODUCTS INC 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion