Retirement plan

LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401(K) PLAN

Name: LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401K PLAN - LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401(K) PLAN (2023) Form 5500
Creator: LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401(K) PLAN, LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401K PLAN

LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401K PLANEIN 20-1975677Plan #001PY 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$936K

+24.4% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

13.11%

+27.78 pp from 2022

Benchmarks

See 23,824 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,824 peers

Snapshot2023

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

$8K

$3896 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.832%

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

$154,159-100.0%

$130,026-100.0%

$139,456-100.0%

Participation rate

0.0%

82.0%-82.0pp

78.5%-78.5pp

80.3%-80.3pp

Annual return

13.11%

32.50%-19.4pp

-137.26%+150.4pp

373.45%-360.3pp

Employer contribution / active EE

$12,300

$5,292+132.4%

$4,321+184.6%

$4,753+158.8%

Participant deferral / active EE

$30,000

$6,710+347.1%

$5,821+415.4%

$6,711+347.0%

Admin fee / account holder

$14,001-100.0%

$10,608-100.0%

$11,407-100.0%

LLOYDS INTERIOR ELEMENTS INDIVIDUAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LLOYDS INTERIOR ELEMENTS 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