Retirement plan

DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2

Name: DIXON TICONDEROGA COMPANY - DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2 (2024) Form 5500
Creator: DIXON TICONDEROGA COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2, DIXON TICONDEROGA COMPANY

DIXON TICONDEROGA COMPANYEIN 23-0973760Plan #017PY 2024

2525 N CASALOMA DR. - APPLETON, WI 549138865920-830-5189dixonticonderogacompany.comLinkedIn501-1000 employeesconsumer goods

Other plans on this EIN

2 filings

#016Retirement-$31.7M assets #006Retirement-$813K assets

Prospect flagsHigh feesFailed to transmit contributions

Top hat statement on fileNQDC

Filed July 18, 2013 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$33.7M

+12.2% from 2023

Total participants

349

-3.1% from 2023

Average account balance

$98,418

+13.2% from 2023

Annual return

17.37%

-2.60 pp from 2023

Benchmarks

See 1,164 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,164 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$33.66M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

342

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.78M

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

+17.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$316

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

See the 6-year trajectory. $4.99 for your first month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$97,933
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$6,504
BLUE CHIP RETIREMENT PLANS, INC.6+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214	Contract Administrator	$5,372
BAIRD FUNDS6+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PPO BOX 88499 · MILWAUKEE, WI 53288	Other Commissions	$0
BAIRD FUNDS6+ years Filed as: ROBERT W BAIRD AND CO INCORPORATED Service code 55	Other Commissions	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$108K

$419 / participant

Recordkeeping$96K89.2%
Investment mgmt$6K5.9%
Contract admin$5K4.9%

% of EOY assets

0.321%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLIFTONLARSENALLEN LLP
Auditor EIN: 410746749
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,418

$92,055+6.9%

$106,213-7.3%

$77,643+26.8%

Participation rate

97.3%

81.0%+16.3pp

75.3%+22.0pp

70.6%+26.7pp

Annual return

17.37%

17.91%-0.5pp

116.14%-98.8pp

31.24%-13.9pp

Employer contribution / active EE

$2,968

$3,367-11.8%

$3,171-6.4%

$2,726+8.9%

Participant deferral / active EE

$3,932

$5,386-27.0%

$5,016-21.6%

$4,647-15.4%

Admin fee / account holder

$316

$219+44.3%

$11,033-97.1%

$430-26.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$97,933

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$6,504

BLUE CHIP RETIREMENT PLANS, INC.6+ years

Service code 13

6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214

Contract Administrator

$5,372

BAIRD FUNDS6+ years

Filed as: ROBERT W BAIRD & CO INCORPORATED

Service code 55

PPO BOX 88499 · MILWAUKEE, WI 53288

Other Commissions

BAIRD FUNDS6+ years

Filed as: ROBERT W BAIRD AND CO INCORPORATED

Service code 55

Other Commissions

DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2

Top hat statement on fileNQDC

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