Retirement plan

C&S TRANSPORTATION, INC. 401(K) PLAN

Name: C&S TRANSPORTATION, INC. - C&S TRANSPORTATION, INC. 401(K) PLAN (2022) Form 5500
Creator: C&S TRANSPORTATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C&S TRANSPORTATION, INC. 401(K) PLAN, C&S TRANSPORTATION, INC.

C&S TRANSPORTATION, INC.EIN 20-1887331Plan #002PY 2022

1043 JASON PL - DIAMOND BAR, CA 917654372626-362-2379

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$395K

+0.3% from 2021

Total participants

-9.1% from 2021

Average account balance

$39,503

+10.4% from 2021

Annual return

-20.12%

-35.04 pp from 2021

Benchmarks

See 8,690 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,690 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$731K

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.01%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$680 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.377%

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

$39,503

$82,288-52.0%

$68,790-42.6%

$134,493-70.6%

Participation rate

100.0%

75.1%+24.9pp

69.0%+31.0pp

81.2%+18.8pp

Annual return

-20.12%

-2.19%-17.9pp

-6.38%-13.7pp

418.01%-438.1pp

Employer contribution / active EE

$2,158

$3,301-34.6%

$2,655-18.7%

$4,740-54.5%

Participant deferral / active EE

$8,588

$4,738+81.2%

$3,941+117.9%

$6,400+34.2%

Admin fee / account holder

$544

$6,482-91.6%

$4,934-89.0%

$11,425-95.2%

C&S TRANSPORTATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C&S TRANSPORTATION, INC. 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