Retirement plan

COOL WIND VENTILATION CORP. D CONTRACT 401(K) PLAN

Name: COOL WIND VENTILATION CORP. - COOL WIND VENTILATION CORP. D CONTRACT 401(K) PLAN (2017) Form 5500
Creator: COOL WIND VENTILATION CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COOL WIND VENTILATION CORP. D CONTRACT 401(K) PLAN, COOL WIND VENTILATION CORP.

COOL WIND VENTILATION CORP.EIN 13-2773883Plan #003PY 2017

8312 72ND DRIVE - GLENDALE, NY 11385718-361-8787LinkedIn11-50 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

+25.4% from 2016

Total participants

-8.3% from 2016

Average account balance

$171,198

+25.4% from 2016

Annual return

17.45%

+9.95 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$161K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109956

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 codes2E2F2G2J2T3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$125

$7 / participant

Other / not subdivided$125100.0%

% of EOY assets

0.003%

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

$171,198

$106,008+61.5%

$92,240+85.6%

$147,586+16.0%

Participation rate

94.1%

80.4%+13.7pp

76.5%+17.6pp

82.8%+11.3pp

Annual return

17.45%

50.05%-32.6pp

176.29%-158.8pp

578.59%-561.1pp

Employer contribution / active EE

$7,059

$4,333+62.9%

$3,680+91.8%

$4,876+44.8%

Participant deferral / active EE

$6,310

$4,478+40.9%

$3,897+61.9%

$5,439+16.0%

Admin fee / account holder

$6,333-99.9%

$5,194-99.9%

$10,886-99.9%

COOL WIND VENTILATION CORP. D CONTRACT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COOL WIND VENTILATION CORP. D CONTRACT 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