Retirement plan

ALL PRO FREIGHT SYSTEMS-SOUTH, LLC 401(K) PROFIT-SHARING PLAN AND TRUST

Name: ALL PRO FREIGHT SYSTEMS - SOUTH, LLC - ALL PRO FREIGHT SYSTEMS-SOUTH, LLC 401(K) PROFIT-SHARING PLAN AND TRUST (2018) Form 5500
Creator: ALL PRO FREIGHT SYSTEMS - SOUTH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL PRO FREIGHT SYSTEMS-SOUTH, LLC 401(K) PROFIT-SHARING PLAN AND TRUST, ALL PRO FREIGHT SYSTEMS - SOUTH, LLC

ALL PRO FREIGHT SYSTEMS - SOUTH, LLCEIN 20-0060586Plan #002PY 2018

1200 CHESTER INDUSTRIAL PARKWAY - AVON, OH 44011440-934-2222LinkedIn11-50 employeespackage/freight delivery

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$166K

+7.7% from 2017

Total participants

0.0% from 2017

Average account balance

$15,134

+7.7% from 2017

Annual return

-5.56%

-26.96 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$497K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

57.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$983

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

+18.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$573

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 codes2E2F2G2J

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$15,134

$85,790-82.4%

$67,313-77.5%

$135,380-88.8%

Participation rate

52.4%

76.5%-24.1pp

69.1%-16.7pp

82.6%-30.3pp

Annual return

-5.56%

-0.54%-5.0pp

-4.08%-1.5pp

519.81%-525.4pp

Employer contribution / active EE

$979

$3,487-71.9%

$2,566-61.9%

$4,779-79.5%

Participant deferral / active EE

$4,651-100.0%

$3,568-100.0%

$5,609-100.0%

Admin fee / account holder

$6,392-100.0%

$4,507-100.0%

$10,828-100.0%

ALL PRO FREIGHT SYSTEMS-SOUTH, LLC 401(K) PROFIT-SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALL PRO FREIGHT SYSTEMS-SOUTH, LLC 401(K) PROFIT-SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion