Retirement plan

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

Name: TRAMMO, INC. - TRAMMO, INC. PROFIT SHARING / 401(K) PLAN (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$44.7M

+7.9% from 2016

Total participants

130

-23.5% from 2016

Average account balance

$209,941

+8.9% from 2016

Annual return

14.06%

+14.95 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$7K

$54 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.016%

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

$209,941

$71,192+194.9%

$117,861+78.1%

$62,293+237.0%

Participation rate

100.0%

74.2%+25.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

14.06%

18.66%-4.6pp

335.11%-321.0pp

28.90%-14.8pp

Employer contribution / active EE

$1,934-100.0%

$3,786-100.0%

$2,042-100.0%

Participant deferral / active EE

$11,493

$3,189+260.4%

$4,482+156.4%

$3,169+262.7%

Admin fee / account holder

$33

$587-94.4%

$8,021-99.6%

$479-93.2%

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