Retirement plan

UNIROYAL HOLDING, INC. STAFF SAVINGS PLAN

Name: UNIROYAL HOLDING, INC. - UNIROYAL HOLDING, INC. STAFF SAVINGS PLAN (2022) Form 5500
Creator: UNIROYAL HOLDING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIROYAL HOLDING, INC. STAFF SAVINGS PLAN, UNIROYAL HOLDING, INC.

UNIROYAL HOLDING, INC.EIN 06-1148485Plan #001PY 2022

70 GREAT HILL RD. - NAUGATUCK, CT 06770203-720-1427LinkedIn11-50 employeesconsumer services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.8M

-14.2% from 2021

Total participants

0.0% from 2021

Average account balance

$1,155,289

-14.2% from 2021

Annual return

-16.40%

-34.26 pp from 2021

Benchmarks

See 1,232 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,232 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.66M

Not enough data

1 years with asset history on file

Average account balance

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

$1.9M

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

$334K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$67K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2T3D2J

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).
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,155,289

$147,727+682.0%

$115,756+898.0%

$134,532+758.7%

Participation rate

100.0%

80.4%+19.6pp

77.1%+22.9pp

81.2%+18.8pp

Annual return

-16.40%

73.96%-90.4pp

143.14%-159.5pp

418.27%-434.7pp

Employer contribution / active EE

$29,994

$4,713+536.4%

$3,793+690.8%

$4,741+532.6%

Participant deferral / active EE

$7,502

$7,563-0.8%

$6,254+20.0%

$6,401+17.2%

Admin fee / account holder

$14,571-100.0%

$8,124-100.0%

$11,429-100.0%

UNIROYAL HOLDING, INC. STAFF SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNIROYAL HOLDING, INC. STAFF SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion