Retirement plan

ALL STAR DAIRY ASSOCIATION, INC 401(K) PROFIT SHARING PLAN

Name: ALL STAR DAIRY ASSOCIATION, INC. - ALL STAR DAIRY ASSOCIATION, INC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ALL STAR DAIRY ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL STAR DAIRY ASSOCIATION, INC 401(K) PROFIT SHARING PLAN, ALL STAR DAIRY ASSOCIATION, INC.

ALL STAR DAIRY ASSOCIATION, INC.EIN 13-1862223Plan #003PY 2017

3121 WALL STREET - LEXINGTON, KY 40513859-255-3644allstarpurchasing.comLinkedIn11-50 employeesfood production

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.6M

+1.2% from 2016

Total participants

-7.1% from 2016

Average account balance

$356,548

+9.0% from 2016

Annual return

8.86%

+3.86 pp from 2016

Benchmarks

See 22,204 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,204 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.71M

Not enough data

1 years with asset history on file

Average account balance

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

$272K

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.

105.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$416K

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

+20.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7282

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 codes2E3D2G2J2R2F2T

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$611K

$55516 / participant

Other / not subdivided$611K100.0%

% of EOY assets

13.175%

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

$356,548

$144,119+147.4%

$117,854+202.5%

$147,584+141.6%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

8.86%

531.15%-522.3pp

335.08%-326.2pp

578.55%-569.7pp

Employer contribution / active EE

$18,059

$4,896+268.8%

$3,786+377.0%

$4,876+270.3%

Participant deferral / active EE

$5,121

$5,316-3.7%

$4,482+14.3%

$5,439-5.8%

Admin fee / account holder

$46,975

$10,886+331.5%

$8,020+485.7%

$10,885+331.6%

ALL STAR DAIRY ASSOCIATION, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL STAR DAIRY ASSOCIATION, INC 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