Retirement plan

SPIN-OFF TERMINATION PLAN FOR NATIONAL VINYL PRODUCTS

Name: NATIONAL VINYL PRODUCTS - SPIN-OFF TERMINATION PLAN FOR NATIONAL VINYL PRODUCTS (2024) Form 5500
Creator: NATIONAL VINYL PRODUCTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPIN-OFF TERMINATION PLAN FOR NATIONAL VINYL PRODUCTS, NATIONAL VINYL PRODUCTS

NATIONAL VINYL PRODUCTSEIN 20-1148046Plan #001PY 2024

1277 NORTH 200 WEST - NEPHI, UT 84648801-984-0252nvpfence.comLinkedIn201-500 employeesbuilding materials

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$31K

+11.4% from 2023

Total participants

0.0% from 2023

Average account balance

$1,474

+11.4% from 2023

Annual return

11.42%

-1.18 pp from 2023

Benchmarks

See 8,614 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,614 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-3.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2J2T3D

Plan features

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$865

Other / not subdivided$865100.0%

% of EOY assets

2.794%

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

$1,474

$125,237-98.8%

$105,608-98.6%

$145,877-99.0%

Participation rate

0.0%

77.7%-77.7pp

75.3%-75.3pp

80.3%-80.3pp

Annual return

11.42%

225.76%-214.3pp

116.50%-105.1pp

551.28%-539.9pp

Employer contribution / active EE

$3,720-100.0%

$3,167-100.0%

$4,663-100.0%

Participant deferral / active EE

$5,711-100.0%

$5,010-100.0%

$6,691-100.0%

Admin fee / account holder

$41

$17,287-99.8%

$11,028-99.6%

$13,402-99.7%

SPIN-OFF TERMINATION PLAN FOR NATIONAL VINYL PRODUCTS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPIN-OFF TERMINATION PLAN FOR NATIONAL VINYL PRODUCTS

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