Retirement plan

CROSSLANDS INTERNATIONAL 401(K) PLAN

Name: CROSSLANDS INTERNATIONAL, LLC - CROSSLANDS INTERNATIONAL 401(K) PLAN (2020) Form 5500
Creator: CROSSLANDS INTERNATIONAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROSSLANDS INTERNATIONAL 401(K) PLAN, CROSSLANDS INTERNATIONAL, LLC

CROSSLANDS INTERNATIONAL, LLCEIN 20-8284710Plan #001PY 2020

3804 SAGE CIR - ARLINGTON, TX 76016817-478-9933

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$455K

+26.6% from 2019

Total participants

0.0% from 2019

Average account balance

$113,658

+26.6% from 2019

Annual return

13.70%

-11.04 pp from 2019

Benchmarks

See 6,938 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,938 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+17.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1492

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

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

$3K

$578 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.636%

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

$113,658

$102,638+10.7%

$81,991+38.6%

$158,966-28.5%

Participation rate

80.0%

75.5%+4.5pp

69.3%+10.7pp

82.0%-2.0pp

Annual return

13.70%

61.05%-47.4pp

41.31%-27.6pp

302.95%-289.3pp

Employer contribution / active EE

$1,503

$3,241-53.6%

$2,498-39.8%

$4,762-68.4%

Participant deferral / active EE

$7,768

$4,649+67.1%

$3,722+108.7%

$5,983+29.8%

Admin fee / account holder

$723

$8,237-91.2%

$5,665-87.2%

$11,250-93.6%

CROSSLANDS INTERNATIONAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROSSLANDS INTERNATIONAL 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