Retirement plan

ULINK TECHNOLOGY, INC. 401(K) PLAN

Name: ULINK TECHNOLOGY, INC. - ULINK TECHNOLOGY, INC. 401(K) PLAN (2019) Form 5500
Creator: ULINK TECHNOLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ULINK TECHNOLOGY, INC. 401(K) PLAN, ULINK TECHNOLOGY, INC.

ULINK TECHNOLOGY, INC.EIN 20-8031140Plan #001PY 2019

3120 DE LA CRUZ BLVD STE 117 - SANTA CLARA, CA 950542431408-446-8455ulinktech.comLinkedIn11-50 employeescomputer software

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+40.4% from 2018

Total participants

+9.1% from 2018

Average account balance

$181,054

+28.7% from 2018

Annual return

23.75%

+30.28 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$445K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

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

+18.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2026

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 codes2E2F2G2J2T3D

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.
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

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

$10K

$873 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.442%

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

$181,054

$157,276+15.1%

$141,177+28.2%

$152,885+18.4%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

23.75%

64.33%-40.6pp

71.40%-47.7pp

345.39%-321.6pp

Employer contribution / active EE

$5,120

$5,262-2.7%

$4,736+8.1%

$4,763+7.5%

Participant deferral / active EE

$18,365

$7,110+158.3%

$6,710+173.7%

$5,851+213.9%

Admin fee / account holder

$800

$12,123-93.4%

$10,263-92.2%

$11,598-93.1%

ULINK TECHNOLOGY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ULINK TECHNOLOGY, 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