Retirement plan

ALL-SAFE FIRE SPRINKLER CO., INC. INCENTIVE SAVINGS PLAN AND TRUST

Name: ALL-SAFE FIRE SPRINKLER CO., INC. - ALL-SAFE FIRE SPRINKLER CO., INC. INCENTIVE SAVINGS PLAN AND TRUST (2017) Form 5500
Creator: ALL-SAFE FIRE SPRINKLER CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL-SAFE FIRE SPRINKLER CO., INC. INCENTIVE SAVINGS PLAN AND TRUST, ALL-SAFE FIRE SPRINKLER CO., INC.

ALL-SAFE FIRE SPRINKLER CO., INC.EIN 22-3458392Plan #001PY 2017

125 WASHINGTON AVE - BELLEVILLE, NJ 07109973-661-1787

Other plans on this EIN

1 filing

#002Retirement-$718K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$709K

+37.5% from 2016

Total participants

0.0% from 2016

Average account balance

$177,367

+37.5% from 2016

Annual return

31.20%

+22.26 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$369K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2114

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 codes2E2F2J2R3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$884 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.374%

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

$177,367

$106,008+67.3%

$92,240+92.3%

$147,586+20.2%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

31.20%

50.05%-18.8pp

176.29%-145.1pp

578.59%-547.4pp

Employer contribution / active EE

$2,894

$4,333-33.2%

$3,680-21.4%

$4,876-40.7%

Participant deferral / active EE

$8,000

$4,478+78.6%

$3,897+105.3%

$5,439+47.1%

Admin fee / account holder

$663

$6,333-89.5%

$5,194-87.2%

$10,886-93.9%

ALL-SAFE FIRE SPRINKLER CO., INC. INCENTIVE SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL-SAFE FIRE SPRINKLER CO., INC. INCENTIVE SAVINGS PLAN AND TRUST

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