Retirement plan

CELORIE BROTHERS 401(K) PLAN

Name: CELORIE BROS DUMP TRUCKING - CELORIE BROTHERS 401(K) PLAN (2025) Form 5500
Creator: CELORIE BROS DUMP TRUCKING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CELORIE BROTHERS 401(K) PLAN, CELORIE BROS DUMP TRUCKING

CELORIE BROS DUMP TRUCKINGEIN 93-0864738Plan #001PY 2025

14349 SE HOLLYVIEW LANE - DAMASCUS, OR 97089503-720-1976celoriebros.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$733K

+18.1% from 2024

Total participants

0.0% from 2024

Average account balance

$91,685

+18.1% from 2024

Annual return

6.41%

-11.08 pp from 2024

Benchmarks

See 3,066 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort3,066 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$733K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+6.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1938

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 codes2E2G2J2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$16K

$3875 / participant

Other / not subdivided$16K100.0%

% of EOY assets

2.113%

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

$91,685

$106,588-14.0%

$94,215-2.7%

$155,188-40.9%

Participation rate

100.0%

74.3%+25.7pp

70.0%+30.0pp

80.8%+19.2pp

Annual return

6.41%

29.39%-23.0pp

28.22%-21.8pp

148.84%-142.4pp

Employer contribution / active EE

$13,454

$3,080+336.9%

$2,675+402.9%

$4,248+216.7%

Participant deferral / active EE

$8,610

$4,802+79.3%

$4,276+101.4%

$6,531+31.8%

Admin fee / account holder

$1,938

$12,281-84.2%

$10,216-81.0%

$14,480-86.6%

CELORIE BROTHERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CELORIE BROTHERS 401(K) 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