Retirement plan

TRAMMO, INC. PROFIT SHARING / 401(K) PLAN

Name: TRAMMO, INC. - TRAMMO, INC. PROFIT SHARING / 401(K) PLAN (2016) Form 5500
Creator: TRAMMO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAMMO, INC. PROFIT SHARING / 401(K) PLAN, TRAMMO, INC.

TRAMMO, INC.EIN 13-2679131Plan #001PY 2016

1 ROCKEFELLER PLZ - NEW YORK, NY 100202003212-223-3200trammo.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$41.4M

No prior year

Total participants

170

No prior year

Average account balance

$192,699

No prior year

Annual return

-0.89%

No prior year

Benchmarks

See 2,366 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,366 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$57.08M

Not enough data

1 years with asset history on file

Average account balance

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

$519K

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.

110

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.

90.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41

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

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 codes2E2G2J2R

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

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$25 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.010%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MARKS PANETH LLP
Auditor EIN: 113518842
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$192,699

$63,924+201.5%

$108,582+77.5%

$55,167+249.3%

Participation rate

100.0%

74.3%+25.7pp

79.6%+20.4pp

69.0%+31.0pp

Annual return

-0.89%

15.31%-16.2pp

-51.70%+50.8pp

169.23%-170.1pp

Employer contribution / active EE

$1,879-100.0%

$3,758-100.0%

$1,963-100.0%

Participant deferral / active EE

$9,295

$3,067+203.1%

$4,311+115.6%

$3,054+204.3%

Admin fee / account holder

$20

$618-96.8%

$7,645-99.7%

$504-96.1%

TRAMMO, INC. PROFIT SHARING / 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRAMMO, INC. PROFIT SHARING / 401(K) 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