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 (2018) 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 2018

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

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+5.8% from 2017

Total participants

+5.1% from 2017

Average account balance

$54,785

-3.0% from 2017

Annual return

-8.50%

-29.72 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

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

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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$88 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.235%

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

$54,785

$57,352-4.5%

$83,831-34.6%

$64,173-14.6%

Participation rate

51.4%

68.6%-17.2pp

76.1%-24.7pp

69.6%-18.1pp

Annual return

-8.50%

11.38%-19.9pp

850.99%-859.5pp

7.63%-16.1pp

Employer contribution / active EE

$1,309

$2,546-48.6%

$3,631-63.9%

$2,381-45.0%

Participant deferral / active EE

$3,780

$2,993+26.3%

$4,082-7.4%

$3,470+8.9%

Admin fee / account holder

$129

$4,046-96.8%

$5,479-97.7%

$4,887-97.4%

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