Retirement plan

DHV INDUSTRIES, INC. 401(K) PLAN

Name: DHV INDUSTRIES, INC. - DHV INDUSTRIES, INC. 401(K) PLAN (2025) Form 5500
Creator: DHV INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DHV INDUSTRIES, INC. 401(K) PLAN, DHV INDUSTRIES, INC.

DHV INDUSTRIES, INC.EIN 95-4583298Plan #003PY 2025

3451 PEGASUS DR. - BAKERSFIELD, CA 93308661-392-8948dhvindustries.comLinkedIn11-50 employeesconsumer goods

Other plans on this EIN

1 filing

#004Retirement-$1.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$449K

+8.9% from 2024

Total participants

0.0% from 2024

Average account balance

$22,432

+8.9% from 2024

Annual return

10.09%

+0.79 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$449K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5458

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

$109K

$7277 / participant

Other / not subdivided$109K100.0%

% of EOY assets

24.332%

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

$22,432

$178,174-87.4%

$156,181-85.6%

$137,256-83.7%

Participation rate

100.0%

82.0%+18.0pp

78.8%+21.2pp

80.0%+20.0pp

Annual return

10.09%

84.19%-74.1pp

64.87%-54.8pp

220.34%-210.2pp

Employer contribution / active EE

$4,796

$4,972-3.5%

$4,294+11.7%

$4,156+15.4%

Participant deferral / active EE

$2,147

$6,888-68.8%

$6,132-65.0%

$6,407-66.5%

Admin fee / account holder

$5,458

$17,404-68.6%

$14,586-62.6%

$12,270-55.5%

DHV INDUSTRIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DHV INDUSTRIES, 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