Retirement plan

AFI 401(K) SAVINGS PLAN

Name: ALL-FILL, INC. - AFI 401(K) SAVINGS PLAN (2019) Form 5500
Creator: ALL-FILL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AFI 401(K) SAVINGS PLAN, ALL-FILL, INC.

ALL-FILL, INC.EIN 23-1708547Plan #002PY 2019

418 CREAMERY WAY - EXTON, PA 19341484-875-3412all-fill.comLinkedIn51-200 employeespackaging and containers

Other plans on this EIN

1 filing

#003Retirement-$17.4M assets

Prospect flagsRecently cancelled planLow returnsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2018

Total participants

-100.0% from 2018

Average account balance

-100.0% from 2018

Annual return

-106.71%

-101.25 pp from 2018

Benchmarks

See 21,378 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,378 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-106.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 10 of 13 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52 · EIN 04-1590850	Indirect Investment Fees	$66,757
LPL FINANCIAL3 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611	Advisory (Plan)	$36,957
AMERICAN CENTURY3 years Service code 52 · EIN 43-1567889	Indirect Investment Fees	$0
AMERICAN FUNDS3 years Service code 52 · EIN 95-2884967	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS1 year Filed as: DIMENSION FUND ADVISORS Service code 52	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
INVESCO3 years Service code 52 · EIN 93-1036175	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49	Other Services	$0
NEUBERGER BERMAN2 years Service code 52 · EIN 13-3179654	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$104K

Investment mgmt$102K98.2%
Contract admin$2K1.8%

% of EOY assets

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FISCHER CUNNANE & ASSOCIATES LTD
Auditor EIN: 233060583
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,393-100.0%

$87,103-100.0%

$152,909-100.0%

Participation rate

0.0%

79.4%-79.4pp

76.9%-76.9pp

82.5%-82.5pp

Annual return

-106.71%

28.10%-134.8pp

28.19%-134.9pp

345.46%-452.2pp

Employer contribution / active EE

$3,221-100.0%

$2,521-100.0%

$4,764-100.0%

Participant deferral / active EE

$4,778-100.0%

$4,049-100.0%

$5,851-100.0%

Admin fee / account holder

$12,195-100.0%

$7,491-100.0%

$11,601-100.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$66,757

LPL FINANCIAL3 years

Filed as: LPL FINANCIAL - RP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$36,957

AMERICAN CENTURY3 years

Service code 52 · EIN 43-1567889

Indirect Investment Fees

AMERICAN FUNDS3 years

Service code 52 · EIN 95-2884967

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS1 year

Filed as: DIMENSION FUND ADVISORS

Service code 52

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS2 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

INVESCO3 years

Service code 52 · EIN 93-1036175

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY3 years

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 49

Other Services

NEUBERGER BERMAN2 years

Service code 52 · EIN 13-3179654

Indirect Investment Fees

AFI 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AFI 401(K) SAVINGS 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