Retirement plan

CHAUFFEURS, TEAMSTERS, WAREHOUSE & HELPERS LOCAL 443 401(K) PROFIT SHARING PLAN

Name: CHAUFFEURS, TEAMSTERS,WAREHOUSEMEN LOCAL 443 - CHAUFFEURS, TEAMSTERS, WAREHOUSE & HELPERS LOCAL 443 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: CHAUFFEURS, TEAMSTERS,WAREHOUSEMEN LOCAL 443
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAUFFEURS, TEAMSTERS, WAREHOUSE & HELPERS LOCAL 443 401(K) PROFIT SHARING PLAN, CHAUFFEURS, TEAMSTERS,WAREHOUSEMEN LOCAL 443

CHAUFFEURS, TEAMSTERS,WAREHOUSEMEN LOCAL 443EIN 06-0690083Plan #002PY 2015

200 WALLACE STREET - NEW HAVEN, CT 06511203-624-5185

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$708K

No prior year

Total participants

No prior year

Average account balance

$54,458

No prior year

Annual return

0.90%

No prior year

Benchmarks

See 26,345 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,345 peers

Snapshot2015

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$745K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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

$61K

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

+7.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28881

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 codes2E2J2G2T2F3H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$104K

$11524 / participant

Other / not subdivided$104K100.0%

% of EOY assets

14.650%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,458

$84,695-35.7%

$73,843-26.3%

$125,391-56.6%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

0.90%

3123.53%-3122.6pp

2267.84%-2266.9pp

282.22%-281.3pp

Employer contribution / active EE

$3,123-100.0%

$2,787-100.0%

$4,866-100.0%

Participant deferral / active EE

$5,274

$3,992+32.1%

$3,583+47.2%

$5,352-1.4%

Admin fee / account holder

$7,978

$5,691+40.2%

$4,880+63.5%

$9,540-16.4%

CHAUFFEURS, TEAMSTERS, WAREHOUSE & HELPERS LOCAL 443 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAUFFEURS, TEAMSTERS, WAREHOUSE & HELPERS LOCAL 443 401(K) PROFIT SHARING 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