Retirement plan

GREG'S PETROLEUM SERVICE, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN

Name: GREGS PETROLEUM SERVICE, INC. - GREG'S PETROLEUM SERVICE, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: GREGS PETROLEUM SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREG'S PETROLEUM SERVICE, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN, GREGS PETROLEUM SERVICE, INC.

GREGS PETROLEUM SERVICE, INC.EIN 95-3502633Plan #001PY 2025

621 HIGH STREET - DELANO, CA 93215661-725-2078

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

+15.3% from 2024

Total participants

-2.9% from 2024

Average account balance

$76,530

+20.4% from 2024

Annual return

12.00%

-3.90 pp from 2024

Benchmarks

See 3,711 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort3,711 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.13M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

126.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$317K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2592

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 codes2E2J2T2F2G3D

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

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

$174K

$3277 / participant

Other / not subdivided$174K100.0%

% of EOY assets

3.387%

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

$76,530

$114,712-33.3%

$173,730-55.9%

$87,485-12.5%

Participation rate

98.1%

73.0%+25.1pp

79.6%+18.5pp

68.9%+29.2pp

Annual return

12.00%

20.18%-8.2pp

19.96%-8.0pp

26.06%-14.1pp

Employer contribution / active EE

$2,520

$2,904-13.2%

$4,577-44.9%

$2,596-2.9%

Participant deferral / active EE

$3,461

$4,642-25.4%

$6,326-45.3%

$4,274-19.0%

Admin fee / account holder

$2,592

$10,210-74.6%

$17,523-85.2%

$7,775-66.7%

GREG'S PETROLEUM SERVICE, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREG'S PETROLEUM SERVICE, INC. EMPLOYEE 401(K) PROFIT SHARING 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