Retirement plan

COUNTY LINE STONE CO., INC - SALARIED EMPLOYEES PROFIT SHARING AND RETIREMENT PLAN

Name: COUNTY LINE STONE CO., INC. - COUNTY LINE STONE CO., INC - SALARIED EMPLOYEES PROFIT SHARING AND RETIREMENT PLAN (2018) Form 5500
Creator: COUNTY LINE STONE CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COUNTY LINE STONE CO., INC - SALARIED EMPLOYEES PROFIT SHARING AND RETIREMENT PLAN, COUNTY LINE STONE CO., INC.

COUNTY LINE STONE CO., INC.EIN 16-0836378Plan #001PY 2018

P.O. BOX 150 COUNTY LINE RD. - AKRON, NY 14001716-542-5435clstone.usLinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$2.9M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.2M

-0.8% from 2017

Total participants

0.0% from 2017

Average account balance

$515,952

-0.8% from 2017

Annual return

-2.37%

-12.70 pp from 2017

Benchmarks

See 1,803 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,803 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.46M

Not enough data

1 years with asset history on file

Average account balance

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

$321K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$622K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+9.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2809

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 codes2J2H2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$259K

$21597 / participant

Other / not subdivided$259K100.0%

% of EOY assets

3.588%

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

$515,952

$147,167+250.6%

$111,392+363.2%

$135,379+281.1%

Participation rate

100.0%

84.0%+16.0pp

78.9%+21.1pp

82.6%+17.4pp

Annual return

-2.37%

-4.44%+2.1pp

-2.06%-0.3pp

519.79%-522.2pp

Employer contribution / active EE

$26,992

$5,204+418.7%

$4,328+523.7%

$4,779+464.8%

Participant deferral / active EE

$3,720

$6,565-43.3%

$5,567-33.2%

$5,609-33.7%

Admin fee / account holder

$18,511

$20,270-8.7%

$12,266+50.9%

$10,828+71.0%

COUNTY LINE STONE CO., INC - SALARIED EMPLOYEES PROFIT SHARING AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUNTY LINE STONE CO., INC - SALARIED EMPLOYEES PROFIT SHARING AND RETIREMENT 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