Retirement plan

TRAMMO, INC. PROFIT-SHARING/401K PLAN

Name: TRAMMO, INC - TRAMMO, INC. PROFIT-SHARING/401K PLAN (2018) Form 5500
Creator: TRAMMO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAMMO, INC. PROFIT-SHARING/401K PLAN, TRAMMO, INC

TRAMMO, INCEIN 13-2679131Plan #001PY 2018

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

Prospect flagsHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$48.8M

+9.1% from 2017

Total participants

192

+47.7% from 2017

Average account balance

$265,137

+26.3% from 2017

Annual return

12.99%

-1.07 pp from 2017

Benchmarks

See 2,344 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,344 peers

Snapshot2018

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

-$8K

$-69 / participant

Investment mgmt$3K0.0%

% of EOY assets

-0.016%

all-in expense ratio

Categories reported

1 / 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

$265,137

$66,302+299.9%

$110,243+140.5%

$56,287+371.0%

Participation rate

92.7%

74.9%+17.8pp

79.8%+12.9pp

69.9%+22.9pp

Annual return

12.99%

-1.18%+14.2pp

314.76%-301.8pp

-9.96%+23.0pp

Employer contribution / active EE

$2,047-99.6%

$3,827-99.8%

$2,111-99.6%

Participant deferral / active EE

$11,210

$3,381+231.5%

$4,672+139.9%

$3,350+234.6%

Admin fee / account holder

-$42

$698-105.9%

$8,548-100.5%

$521-108.0%

TRAMMO, INC. PROFIT-SHARING/401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRAMMO, INC. PROFIT-SHARING/401K 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