Retirement plan

LEDBETTERS REFRIGERATION, INC 401K PROFIT SHARING PLAN AND TRUST

Name: LEDBETTERS REFRIGERATION, INC. - LEDBETTERS REFRIGERATION, INC 401K PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: LEDBETTERS REFRIGERATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEDBETTERS REFRIGERATION, INC 401K PROFIT SHARING PLAN AND TRUST, LEDBETTERS REFRIGERATION, INC.

LEDBETTERS REFRIGERATION, INC.EIN 93-1192451Plan #001PY 2025

PO BOX 369 - PENDELTON, OR 97801541-276-5824

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$468K

+26.0% from 2024

Total participants

-28.6% from 2024

Average account balance

$155,950

+110.0% from 2024

Annual return

14.94%

-7.14 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$468K

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3367

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$10K

$2525 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.159%

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

$155,950

$70,366+121.6%

$66,674+133.9%

$138,895+12.3%

Participation rate

50.0%

76.2%-26.2pp

73.7%-23.7pp

79.9%-29.9pp

Annual return

14.94%

386.41%-371.5pp

321.24%-306.3pp

145.39%-130.5pp

Employer contribution / active EE

$3,708

$2,765+34.1%

$2,620+41.5%

$4,194-11.6%

Participant deferral / active EE

$8,882

$4,374+103.1%

$4,084+117.5%

$6,396+38.9%

Admin fee / account holder

$3,367

$5,262-36.0%

$5,098-34.0%

$12,562-73.2%

LEDBETTERS REFRIGERATION, INC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEDBETTERS REFRIGERATION, INC 401K PROFIT SHARING PLAN AND 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