Retirement plan

CUSTOM MOLDING SOLUTIONS, INC. 401(K) P/S PLAN

Name: CUSTOM MOLDING SOLUTIONS, INC. - CUSTOM MOLDING SOLUTIONS, INC. 401(K) P/S PLAN (2015) Form 5500
Creator: CUSTOM MOLDING SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUSTOM MOLDING SOLUTIONS, INC. 401(K) P/S PLAN, CUSTOM MOLDING SOLUTIONS, INC.

CUSTOM MOLDING SOLUTIONS, INC.EIN 01-0646199Plan #001PY 2015

456 NORTH SANFORD ROAD - CHURCHVILLE, NY 14428585-293-1702custommoldingsolutions.comLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$701K

No prior year

Total participants

No prior year

Average account balance

$35,074

No prior year

Annual return

2.56%

No prior year

Benchmarks

See 30,166 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,166 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$210K

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

+9.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8815

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$73K

$5208 / participant

Other / not subdivided$73K100.0%

% of EOY assets

10.393%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,074

$87,540-59.9%

$75,781-53.7%

$125,391-72.0%

Participation rate

92.9%

80.2%+12.7pp

75.8%+17.0pp

83.2%+9.7pp

Annual return

2.56%

13.48%-10.9pp

9.68%-7.1pp

282.22%-279.7pp

Employer contribution / active EE

$2,749

$3,930-30.0%

$3,323-17.3%

$4,866-43.5%

Participant deferral / active EE

$5,497

$4,229+30.0%

$3,651+50.5%

$5,352+2.7%

Admin fee / account holder

$3,645

$6,502-43.9%

$5,299-31.2%

$9,540-61.8%

CUSTOM MOLDING SOLUTIONS, INC. 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUSTOM MOLDING SOLUTIONS, INC. 401(K) P/S 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