Retirement plan

CEDAR GROVE WAREHOUSE INC 401(K) PLAN

Name: CEDAR GROVE WAREHOUSE INC - CEDAR GROVE WAREHOUSE INC 401(K) PLAN (2022) Form 5500
Creator: CEDAR GROVE WAREHOUSE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEDAR GROVE WAREHOUSE INC 401(K) PLAN, CEDAR GROVE WAREHOUSE INC

CEDAR GROVE WAREHOUSE INCEIN 20-8535086Plan #001PY 2022

307 SOUTH COMMERCE ST - CEDAR GROVE, WI 53013920-668-6016cedargrovewarehouse.comLinkedIn51-200 employeeswarehousing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3M

-10.8% from 2021

Total participants

135

-8.8% from 2021

Average account balance

$27,092

+20.1% from 2021

Annual return

-15.91%

-29.95 pp from 2021

Benchmarks

See 162 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort162 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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

Top 2 by compensation

Provider	Service type	Compensation
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749	Advisory (Participants)	$11,945
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914	Contract Administrator	$5,809

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$191 / participant

Contract admin$22K100.0%

% of EOY assets

0.729%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HAWKINS ASH CPAS
Auditor EIN: 390912608
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,092

$28,601-5.3%

$71,755-62.2%

$66,938-59.5%

Participation rate

78.1%

56.7%+21.4pp

62.3%+15.7pp

69.8%+8.3pp

Annual return

-15.91%

-10.90%-5.0pp

9.09%-25.0pp

1.58%-17.5pp

Employer contribution / active EE

$1,671

$1,104+51.4%

$1,704-1.9%

$2,545-34.3%

Participant deferral / active EE

$2,964

$1,912+55.0%

$2,656+11.6%

$4,238-30.1%

Admin fee / account holder

$198

$506-61.0%

$3,972-95.0%

$594-66.7%

Provider

Service type

Compensation

CLIFTONLARSONALLEN LLP3 years

Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS

Service code 26 · EIN 41-0746749

Advisory (Participants)

$11,945

ASCENSUS LLC1 year

Filed as: MAP RETIREMENT USA LLC

Service code 13

W6180 AEROTECH DRIVE · APPLETON, WI 54914

Contract Administrator

$5,809

CEDAR GROVE WAREHOUSE INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CEDAR GROVE WAREHOUSE 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