Retirement plan

CASTEL TILE INC. 401(K) PLAN

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

CASTEL TILE, INC.EIN 22-2856670Plan #001PY 2020

82 TEMPLE AVENUE - HACKENSACK, NJ 07601201-343-1033casteltile.comLinkedIn1-10 employeescivil engineering

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$609K

+44.5% from 2019

Total participants

+3.1% from 2019

Average account balance

$18,468

+40.2% from 2019

Annual return

11.31%

-6.62 pp from 2019

Benchmarks

See 16,249 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,249 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

108.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1421

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$233 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.186%

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

$18,468

$72,273-74.4%

$101,275-81.8%

$79,856-76.9%

Participation rate

100.0%

68.5%+31.5pp

75.8%+24.2pp

69.6%+30.4pp

Annual return

11.31%

22.30%-11.0pp

46.48%-35.2pp

31.71%-20.4pp

Employer contribution / active EE

$1,629

$2,691-39.5%

$3,660-55.5%

$2,471-34.1%

Participant deferral / active EE

$3,123

$3,282-4.8%

$4,371-28.5%

$3,741-16.5%

Admin fee / account holder

$219

$4,401-95.0%

$5,948-96.3%

$5,306-95.9%

CASTEL TILE INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASTEL TILE 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