Retirement plan

OLD FRONTIER FAMILY, INC. 401(K) PLAN

Name: OLD FRONTIER FAMILY, INC. - OLD FRONTIER FAMILY, INC. 401(K) PLAN (2024) Form 5500
Creator: OLD FRONTIER FAMILY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OLD FRONTIER FAMILY, INC. 401(K) PLAN, OLD FRONTIER FAMILY, INC.

OLD FRONTIER FAMILY, INC.EIN 94-2816727Plan #001PY 2024

P.O. BOX 216 - OAKHURST, CA 93644559-760-7187offtrans.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$739K

+62.2% from 2023

Total participants

0.0% from 2023

Average account balance

$82,121

+62.2% from 2023

Annual return

18.06%

-3.11 pp from 2023

Benchmarks

See 9,715 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,715 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$739K

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+18.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$933

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$8K

$763 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.136%

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

$82,121

$90,530-9.3%

$76,030+8.0%

$145,897-43.7%

Participation rate

81.8%

74.4%+7.4pp

69.1%+12.8pp

80.3%+1.5pp

Annual return

18.06%

625.08%-607.0pp

361.54%-343.5pp

552.29%-534.2pp

Employer contribution / active EE

$5,835

$3,319+75.8%

$2,688+117.1%

$4,663+25.1%

Participant deferral / active EE

$12,836

$5,164+148.5%

$4,257+201.5%

$6,689+91.9%

Admin fee / account holder

$933

$8,383-88.9%

$6,421-85.5%

$13,390-93.0%

OLD FRONTIER FAMILY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OLD FRONTIER FAMILY, INC. 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