Department of Labor filing

BREAKERS UNLIMITED

BREAKERS UNLIMITED QBOX 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

62filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$4,225

Reported employer contributions per active participant.

Higher than about 87% of comparable plans

#People in the filing

125

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$511 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 5% of comparable plans

↗Investment performance

Not available

Plan assets changed 27.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202462out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions87th percentileTypical peer $2,059 · based on 1,266 comparable plans

Lower reported administrative expense5th percentileTypical peer $195 · based on 1,288 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BREAKERS UNLIMITED reported $528,186 in employer contributions across the plan and 125 active participants. That works out to $4,225 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy92%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context62/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $528,186
Participant contributions: $868,110
Other contributions: Not reported
Employer share of reported contributions: 37.8%
Beginning assets: $9,075,711
Ending assets: $11,586,097
Ending net assets: $11,586,097
Ending liabilities: $0
Total income: $2,635,791
Total expenses: $125,405
Administrative expenses: $69,525
Participant loans: $125,741

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2024

$4,225

Plan-paid administrative expenses per participant

2024

$511

Active participants

2024

125

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,225	125	11.6M	20251015121628NAL0006044416001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 351801594-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2013
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20251015121628NAL0006044416001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗