Retirement plan

S. A. CAMP PUMP COMPANY UNION 401(K) PLAN

Name: S. A. CAMP PUMP COMPANY - S. A. CAMP PUMP COMPANY UNION 401(K) PLAN (2024) Form 5500
Creator: S. A. CAMP PUMP COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S. A. CAMP PUMP COMPANY UNION 401(K) PLAN, S. A. CAMP PUMP COMPANY

S. A. CAMP PUMP COMPANYEIN 95-3147293Plan #001PY 2024

PO BOX 82575 - BAKERSFIELD, CA 933802575661-399-4451

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.4M

+18.8% from 2023

Total participants

-29.0% from 2023

Average account balance

$93,352

+72.1% from 2023

Annual return

15.76%

+9.20 pp from 2023

Benchmarks

See 28,877 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,877 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.44M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

138.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$559K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6879

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$475K

$9494 / participant

Other / not subdivided$475K100.0%

% of EOY assets

7.369%

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

$93,352

$102,429-8.9%

$147,096-36.5%

$80,925+15.4%

Participation rate

96.0%

75.9%+20.1pp

82.2%+13.8pp

67.7%+28.3pp

Annual return

15.76%

135.02%-119.3pp

419.75%-404.0pp

35.65%-19.9pp

Employer contribution / active EE

$6,093

$3,716+64.0%

$4,936+23.4%

$2,756+121.1%

Participant deferral / active EE

$5,089

$6,649-23.5%

$8,071-37.0%

$4,299+18.4%

Admin fee / account holder

$6,879

$7,957-13.5%

$13,005-47.1%

$6,940-0.9%

S. A. CAMP PUMP COMPANY UNION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S. A. CAMP PUMP COMPANY UNION 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