Retirement plan

ENTWISTLE COMPANY EMPLOYEE 401(K) SAVINGS PLAN

Name: THE ENTWISTLE COMPANY - ENTWISTLE COMPANY EMPLOYEE 401(K) SAVINGS PLAN (2022) Form 5500
Creator: THE ENTWISTLE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTWISTLE COMPANY EMPLOYEE 401(K) SAVINGS PLAN, THE ENTWISTLE COMPANY

THE ENTWISTLE COMPANYEIN 05-0271701Plan #002PY 2022

6 BIGELOW STREET - HUDSON, MA 01749508-481-4000entwistleco.comLinkedIn201-500 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.9M

-14.6% from 2021

Total participants

166

-13.5% from 2021

Average account balance

$134,480

-2.6% from 2021

Annual return

-4.61%

-19.24 pp from 2021

Benchmarks

See 4,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,068 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.97M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

153

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.

86.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786	Loan Processing	$2,469
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$1,001

Plan features & details

Pension benefit codes2E2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee 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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$29 / participant

Investment mgmt$1K28.8%
Other / not subdivided$2K71.2%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,480

$65,437+105.5%

$86,698+55.1%

$66,949+100.9%

Participation rate

97.5%

75.5%+22.0pp

76.6%+20.9pp

69.8%+27.7pp

Annual return

-4.61%

-10.91%+6.3pp

35.96%-40.6pp

1.57%-6.2pp

Employer contribution / active EE

$1,966

$2,154-8.7%

$2,837-30.7%

$2,545-22.8%

Participant deferral / active EE

$6,419

$4,102+56.5%

$4,656+37.8%

$4,239+51.4%

Admin fee / account holder

$21

$642-96.7%

$7,492-99.7%

$594-96.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Filed as: FIDELITY INV. INST. OP. CO., INC.

Service code 37 · EIN 04-2647786

Loan Processing

$2,469

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$1,001

ENTWISTLE COMPANY EMPLOYEE 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTWISTLE COMPANY EMPLOYEE 401(K) SAVINGS 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