Retirement plan

A PLUS PRODUCTS, INC. RETIREMENT PLAN II

Name: A PLUS PRODUCTS, INC. - A PLUS PRODUCTS, INC. RETIREMENT PLAN II (2020) Form 5500
Creator: A PLUS PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A PLUS PRODUCTS, INC. RETIREMENT PLAN II, A PLUS PRODUCTS, INC.

A PLUS PRODUCTS, INC.EIN 11-3105448Plan #002PY 2020

8 TIMBER LANE, MARLBORO INDUSTRIAL PARK - MARLBORO, NJ 077461444732-866-9111

Other plans on this EIN

1 filing

#001Retirement-$5.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$464K

-1.3% from 2019

Total participants

-10.0% from 2019

Average account balance

$57,945

+11.0% from 2019

Annual return

8.59%

-15.40 pp from 2019

Benchmarks

See 8,252 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,252 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-107.87%

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 codes2E2F2G2J3D

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.
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

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

$88K

$14730 / participant

Other / not subdivided$88K100.0%

% of EOY assets

19.065%

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

$57,945

$118,708-51.2%

$98,920-41.4%

$158,982-63.6%

Participation rate

83.3%

77.8%+5.5pp

76.0%+7.3pp

82.0%+1.4pp

Annual return

8.59%

372.49%-363.9pp

196.47%-187.9pp

302.99%-294.4pp

Employer contribution / active EE

$3,334-100.0%

$2,689-100.0%

$4,763-100.0%

Participant deferral / active EE

$5,383

$5,089+5.8%

$4,245+26.8%

$5,983-10.0%

Admin fee / account holder

$11,047

$10,134+9.0%

$6,643+66.3%

$11,252-1.8%

A PLUS PRODUCTS, INC. RETIREMENT PLAN II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A PLUS PRODUCTS, INC. RETIREMENT PLAN II

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