Retirement plan

O.W. LANDERGREN, INC. 401(K) PLAN AND TRUST

Name: O. W. LANDERGREN, INC. - O.W. LANDERGREN, INC. 401(K) PLAN AND TRUST (2018) Form 5500
Creator: O. W. LANDERGREN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, O.W. LANDERGREN, INC. 401(K) PLAN AND TRUST, O. W. LANDERGREN, INC.

O. W. LANDERGREN, INC.EIN 04-2208071Plan #002PY 2018

1500 WEST HOUSATONIC STREET - PITTSFIELD, MA 01201413-442-5632owlandergren.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-6.7% from 2017

Total participants

0.0% from 2017

Average account balance

$77,221

-6.7% from 2017

Annual return

-7.76%

-26.62 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.11M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11052

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 codes2E2J

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.

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

$101K

$4218 / participant

Other / not subdivided$101K100.0%

% of EOY assets

5.463%

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

$77,221

$92,219-16.3%

$76,767+0.6%

$135,380-43.0%

Participation rate

100.0%

79.8%+20.2pp

77.0%+23.0pp

82.6%+17.4pp

Annual return

-7.76%

5.46%-13.2pp

2.43%-10.2pp

519.81%-527.6pp

Employer contribution / active EE

$1,822

$3,216-43.3%

$2,485-26.7%

$4,779-61.9%

Participant deferral / active EE

$2,697

$4,508-40.2%

$3,852-30.0%

$5,609-51.9%

Admin fee / account holder

$4,218

$10,749-60.8%

$6,675-36.8%

$10,828-61.0%

O.W. LANDERGREN, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

O.W. LANDERGREN, INC. 401(K) PLAN AND TRUST

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