Retirement plan
AMSTED INDUSTRIES INCORPORATED EMPLOYEES CAPITAL ACCUMULATION PLAN
AMSTED INDUSTRIES, INC.EIN 36-0730380Plan #002PY 2017
180 N. STETSON SUITE 1800 - CHICAGO, IL 60601312-645-1700amsted.comLinkedIn10001+ employeesmechanical or industrial engineering
Other plans on this EIN
4 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
SHIRLEY WHITESELL
Signed 06/18/2018
Summary metrics
Total assets (EOY)
$475.8M
-11.1% from 2017
Total participants
6,199
-1.5% from 2017
Average account balance
$87,102
-8.7% from 2017
Annual return
19.04%
-4.05 pp from 2017
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants1,000-4,999
Cohort786 peers
Snapshot2017
48
Participant deferral / active EE
$4,006
median $4,043
57
Employer contribution / active EE
$2,617
median $2,120
30
Participation rate
84.5%
median 93.4%
58
Avg account balance
$87,102
median $74,647
74
Admin fee / account holder
$24
median $61
65
Annual return
19.04%
median 17.64%
Overall peer rank
56of 100
56th percentileavg across 6 metrics
Analytics
2016 - 2024
Total assets (EOY)
Plan-year ending balance
$761.60M
Average account balance
Total assets / participants with a balance (line 6g)
$114K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
6,680
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
88.3%
Contributions (total)
Employer and participant dollars contributed each year
$47.47M
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+29.68%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$57
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,031 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,071 |
Top hat statement on fileNQDC
Filed March 29, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2F2G2J2K2S2T
Plan features
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2JCode section 401(k) featureCash 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.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$129K
$27 / participant
- Investment mgmt$10K7.8%
- Other / not subdivided$119K92.2%
% of EOY assets
0.027%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- CROWE HORWATH LLP
- Auditor EIN
- 350921680
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer