Retirement plan

LLOYDS INTERIOR ELEMETS INDIVIDUAL 401(K) PLAN

Name: LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401K PLAN - LLOYDS INTERIOR ELEMETS INDIVIDUAL 401(K) PLAN (2020) Form 5500
Creator: LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LLOYDS INTERIOR ELEMETS INDIVIDUAL 401(K) PLAN, LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401K PLAN

LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401K PLANEIN 20-1975677Plan #001PY 2020

174 S 1410 E - LINDON, UT 84042801-735-3785

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$73K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 22,200 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,200 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$561K

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+12.65%

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 codes2J2G2F2E

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$20

$10 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.027%

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

$162,785-100.0%

$133,959-100.0%

$158,950-100.0%

Participation rate

0.0%

83.2%-83.2pp

79.8%-79.8pp

82.0%-82.0pp

Annual return

0.00%

41.94%-41.9pp

45.09%-45.1pp

302.91%-302.9pp

Employer contribution / active EE

$10,750

$4,975+116.1%

$3,919+174.3%

$4,762+125.7%

Participant deferral / active EE

$26,000

$5,910+339.9%

$5,047+415.1%

$5,983+334.6%

Admin fee / account holder

$11,738-100.0%

$8,928-100.0%

$11,248-100.0%

LLOYDS INTERIOR ELEMETS INDIVIDUAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LLOYDS INTERIOR ELEMETS INDIVIDUAL 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