Retirement plan

MALCA-AMIT NORTH AMERICA, INC. 401(K) SAVINGS PLAN

Name: MALCA-AMIT NORTH AMERICA, INC. - MALCA-AMIT NORTH AMERICA, INC. 401(K) SAVINGS PLAN (2021) Form 5500
Creator: MALCA-AMIT NORTH AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MALCA-AMIT NORTH AMERICA, INC. 401(K) SAVINGS PLAN, MALCA-AMIT NORTH AMERICA, INC.

MALCA-AMIT NORTH AMERICA, INC.EIN 13-3042269Plan #003PY 2021

580 5TH AVE LOBBY #1 - NEW YORK, NY 10036212-840-8330

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$15.3M

+0.9% from 2020

Total participants

140

-5.4% from 2020

Average account balance

$110,884

+7.4% from 2020

Annual return

9.51%

-3.30 pp from 2020

Benchmarks

See 1,070 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,070 peers

Snapshot2021

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$21.93M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

191

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$505

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

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Service providers

Top 10 of 16 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907	Other Services	$37,325
AMERICAN FUNDS5 years Service code 52 · EIN 95-1426645	Indirect Investment Fees	$0
BLACKROCK5 years Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
COLUMBIA5 years Service code 52 · EIN 41-1458705	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2169185	Indirect Investment Fees	$0
INVESCO3 years Service code 52 · EIN 84-0933032	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
LEGG MASON5 years Service code 52 · EIN 13-4146187	Indirect Investment Fees	$0
LORD ABBETT5 years Service code 52 · EIN 13-3712440	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3H2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$37K

$327 / participant

Investment mgmt$28K74.2%
Contract admin$8K22.0%
Other / not subdivided$1K3.8%

% of EOY assets

0.244%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,884

$60,776+82.4%

$85,682+29.4%

$79,386+39.7%

Participation rate

98.2%

62.1%+36.2pp

69.9%+28.4pp

70.7%+27.5pp

Annual return

9.51%

16.57%-7.1pp

21.49%-12.0pp

116.85%-107.3pp

Employer contribution / active EE

$1,721

$1,663+3.5%

$2,618-34.3%

$2,427-29.1%

Participant deferral / active EE

$5,547

$2,919+90.0%

$3,923+41.4%

$4,046+37.1%

Admin fee / account holder

$270

$438-38.3%

$6,873-96.1%

$626-56.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 49 · EIN 84-0467907

Other Services

$37,325

AMERICAN FUNDS5 years

Service code 52 · EIN 95-1426645

Indirect Investment Fees

BLACKROCK5 years

Service code 52 · EIN 51-0318674

Indirect Investment Fees

COLUMBIA5 years

Service code 52 · EIN 41-1458705

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS5 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

FRANKLIN TEMPLETON5 years

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 22-2169185

Indirect Investment Fees

INVESCO3 years

Service code 52 · EIN 84-0933032

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

LEGG MASON5 years

Service code 52 · EIN 13-4146187

Indirect Investment Fees

LORD ABBETT5 years

Service code 52 · EIN 13-3712440

Indirect Investment Fees

MALCA-AMIT NORTH AMERICA, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MALCA-AMIT NORTH AMERICA, INC. 401(K) SAVINGS 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