Retirement plan

DELANEY & AHLF DIESEL SERVICE, INC. 401(K) PLAN

Name: DELANEY & AHLF DIESEL SERVICE, INC. - DELANEY & AHLF DIESEL SERVICE, INC. 401(K) PLAN (2023) Form 5500
Creator: DELANEY & AHLF DIESEL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELANEY & AHLF DIESEL SERVICE, INC. 401(K) PLAN, DELANEY & AHLF DIESEL SERVICE, INC.

DELANEY & AHLF DIESEL SERVICE, INC.EIN 95-2107976Plan #002PY 2023

3901 MERCURY AVE. - BAKERSFIELD, CA 93308661-322-5064LinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$65K

+78.3% from 2022

Total participants

+22.2% from 2022

Average account balance

$12,987

+78.3% from 2022

Annual return

20.64%

+41.55 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$153K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

46.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$514

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 codes2E2F2G2J2T3D

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$914

$91 / participant

Other / not subdivided$914100.0%

% of EOY assets

1.408%

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

$12,987

$96,691-86.6%

$86,656-85.0%

$139,487-90.7%

Participation rate

40.0%

74.4%-34.4pp

71.7%-31.7pp

80.3%-40.3pp

Annual return

20.64%

106.87%-86.2pp

593.09%-572.4pp

373.84%-353.2pp

Employer contribution / active EE

$1,051

$3,267-67.8%

$3,025-65.3%

$4,755-77.9%

Participant deferral / active EE

$1,051

$4,838-78.3%

$4,439-76.3%

$6,713-84.4%

Admin fee / account holder

$183

$6,414-97.2%

$5,619-96.7%

$11,407-98.4%

DELANEY & AHLF DIESEL SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELANEY & AHLF DIESEL SERVICE, 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