Retirement plan

ALLIED FLOOR CORPORATION 401(K) PROFIT SHARING PLAN

Name: ALLIED FLOOR CORPORATION - ALLIED FLOOR CORPORATION 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ALLIED FLOOR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIED FLOOR CORPORATION 401(K) PROFIT SHARING PLAN, ALLIED FLOOR CORPORATION

ALLIED FLOOR CORPORATIONEIN 99-0088524Plan #001PY 2024

1727 DEMOCRAT ST - HONOLULU, HI 96817808-847-0288LinkedIn1-10 employeesfurniture

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

-6.9% from 2023

Total participants

0.0% from 2023

Average account balance

$297,037

-6.9% from 2023

Annual return

31.34%

-12.25 pp from 2023

Benchmarks

See 54,805 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,805 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

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

$297K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

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

+31.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$125039

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$500K

$125039 / participant

Other / not subdivided$500K100.0%

% of EOY assets

42.095%

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

$297,037

$110,379+169.1%

$102,412+190.0%

$145,884+103.6%

Participation rate

75.0%

77.9%-2.9pp

74.5%+0.5pp

80.3%-5.3pp

Annual return

31.34%

24.84%+6.5pp

24.94%+6.4pp

551.85%-520.5pp

Employer contribution / active EE

$935

$4,216-77.8%

$3,870-75.8%

$4,662-79.9%

Participant deferral / active EE

$2,027

$5,622-64.0%

$5,060-60.0%

$6,690-69.7%

Admin fee / account holder

$125,039

$9,745+1183.1%

$8,388+1390.8%

$13,392+833.7%

ALLIED FLOOR CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIED FLOOR CORPORATION 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