Retirement plan

LOCAL 81134 IUE-CWA 401(K) PLAN

Name: DATWYLER PHARMA PACKAGING USA, INC. - LOCAL 81134 IUE-CWA 401(K) PLAN (2022) Form 5500
Creator: DATWYLER PHARMA PACKAGING USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOCAL 81134 IUE-CWA 401(K) PLAN, DATWYLER PHARMA PACKAGING USA, INC.

DATWYLER PHARMA PACKAGING USA, INC.EIN 22-2327412Plan #004PY 2022

9012 PENNSAUKEN HIGHWAY - PENNSAUKEN, NJ 08110609-314-7838LinkedIn51-200 employeesplastics

Other plans on this EIN

1 filing

#003Retirement-$14.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.7M

-5.3% from 2021

Total participants

201

+3.6% from 2021

Average account balance

$43,885

-8.6% from 2021

Annual return

-14.56%

-43.09 pp from 2021

Benchmarks

See 1,871 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,871 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.61M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

190

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$922K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$145

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

1 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
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611	Advisory (Plan)	$32,125
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930	Recordkeeping	$5,625

Plan features & details

Pension benefit codes2E3D2G2J2F2T3F3H

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$38K

$219 / participant

Investment mgmt$32K85.1%
Contract admin$6K14.9%

% of EOY assets

0.434%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BARNES, DENNING & CO., LTD.
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,885

$72,639-39.6%

$90,766-51.7%

$66,949-34.4%

Participation rate

98.3%

73.7%+24.6pp

75.7%+22.6pp

69.8%+28.4pp

Annual return

-14.56%

-12.28%-2.3pp

-12.16%-2.4pp

1.57%-16.1pp

Employer contribution / active EE

$3,106

$2,369+31.1%

$2,922+6.3%

$2,545+22.0%

Participant deferral / active EE

$3,100

$3,979-22.1%

$4,565-32.1%

$4,239-26.9%

Admin fee / account holder

$191

$708-73.1%

$8,446-97.7%

$594-67.9%

Provider

Service type

Compensation

LPL FINANCIAL4 years

Filed as: LPL FINANCIAL RPCP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$32,125

THE VANGUARD GROUP, INC.4 years

Service code 15 · EIN 23-1945930

Recordkeeping

$5,625

LOCAL 81134 IUE-CWA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOCAL 81134 IUE-CWA 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