Retirement plan

LOCAL 81134 IUE-CWA 401(K) PLAN

Name: DATWYLER PHARMA PACKAGING USA - LOCAL 81134 IUE-CWA 401(K) PLAN (2024) Form 5500
Creator: DATWYLER PHARMA PACKAGING USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOCAL 81134 IUE-CWA 401(K) PLAN, DATWYLER PHARMA PACKAGING USA

DATWYLER PHARMA PACKAGING USAEIN 22-2327412Plan #004PY 2024

9012 PENNSAUKEN HWY - PENNSAUKEN, NJ 08110937-387-2805LinkedIn51-200 employeesplastics

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$12M

+14.1% from 2023

Total participants

203

-2.4% from 2023

Average account balance

$60,675

+18.7% from 2023

Annual return

14.11%

+2.12 pp from 2023

Benchmarks

See 1,848 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,848 peers

Snapshot2024

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 1 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Service code 15 · EIN 20-8764829	Recordkeeping	$25,941

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$30K

$189 / participant

Recordkeeping$5K14.8%
Investment mgmt$26K85.2%

% of EOY assets

0.254%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,675

$78,562-22.8%

$105,608-42.5%

$74,429-18.5%

Participation rate

96.9%

72.8%+24.1pp

75.3%+21.6pp

67.2%+29.7pp

Annual return

14.11%

15.94%-1.8pp

116.50%-102.4pp

1368.38%-1354.3pp

Employer contribution / active EE

$2,433

$2,521-3.5%

$3,167-23.2%

$2,625-7.3%

Participant deferral / active EE

$2,571

$4,321-40.5%

$5,010-48.7%

$4,348-40.9%

Admin fee / account holder

$154

$2,217-93.1%

$11,028-98.6%

$1,944-92.1%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Service code 15 · EIN 20-8764829

Recordkeeping

$25,941

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