Retirement plan

CASCODIUM LLC 401(K) PLAN

Name: CASCODIUM LLC - CASCODIUM LLC 401(K) PLAN (2019) Form 5500
Creator: CASCODIUM LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASCODIUM LLC 401(K) PLAN, CASCODIUM LLC

CASCODIUM LLCEIN 04-3215761Plan #001PY 2019

10 NEW ENGLAND BUSINESS CENTER DR, SUITE 311 - ANDOVER, MA 01810978-974-9944cascodium.comLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+27.6% from 2018

Total participants

+18.8% from 2018

Average account balance

$162,590

+7.5% from 2018

Annual return

18.37%

+24.63 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.39M

Not enough data

1 years with asset history on file

Average account balance

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

$337K

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.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$317K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+13.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5448

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$800

$47 / participant

Other / not subdivided$800100.0%

% of EOY assets

0.026%

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

$162,590

$157,276+3.4%

$141,177+15.2%

$152,885+6.3%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

18.37%

64.33%-46.0pp

71.40%-53.0pp

345.39%-327.0pp

Employer contribution / active EE

$3,257

$5,262-38.1%

$4,736-31.2%

$4,763-31.6%

Participant deferral / active EE

$9,906

$7,110+39.3%

$6,710+47.6%

$5,851+69.3%

Admin fee / account holder

$42

$12,123-99.7%

$10,263-99.6%

$11,598-99.6%

CASCODIUM LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASCODIUM LLC 401(K) 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