Retirement plan

ARLINGTON INDUSTRIES INC. 401(K) SAVINGS PLAN

Name: ARLINGTON INDUSTRIES, INC. - ARLINGTON INDUSTRIES INC. 401(K) SAVINGS PLAN (2018) Form 5500
Creator: ARLINGTON INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARLINGTON INDUSTRIES INC. 401(K) SAVINGS PLAN, ARLINGTON INDUSTRIES, INC.

ARLINGTON INDUSTRIES, INC.EIN 24-0836856Plan #001PY 2018

1 STAUFFER INDUSTRIAL PARK - SCRANTON, PA 18517570-562-0270aifittings.comLinkedIn201-500 employeeselectrical/electronic manufacturing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.2M

+6.6% from 2017

Total participants

373

+0.8% from 2017

Average account balance

$57,127

+6.3% from 2017

Annual return

7.52%

-1.96 pp from 2017

Benchmarks

See 1,154 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,154 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.76M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

391

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.

72.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$222

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
PCS RETIREMENT, LLC1 year Filed as: PCS Service code 12 · EIN 23-3038464	Consulting (general); Participant loa...	$18,062

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$53K

$158 / participant

Contract admin$53K100.0%

% of EOY assets

0.252%

all-in expense ratio

Categories reported

1 / 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: ROSEN & GLASER CPA'S, P.C.
Auditor EIN: 113042264
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,127

$65,223-12.4%

$80,022-28.6%

$55,725+2.5%

Participation rate

99.4%

80.6%+18.9pp

75.8%+23.6pp

70.9%+28.6pp

Annual return

7.52%

7.59%-0.1pp

11.22%-3.7pp

244.93%-237.4pp

Employer contribution / active EE

$2,289

$2,544-10.0%

$2,468-7.3%

$2,078+10.1%

Participant deferral / active EE

$1,878

$3,881-51.6%

$3,686-49.0%

$3,356-44.0%

Admin fee / account holder

$144

$114+25.8%

$6,521-97.8%

$115+24.8%

Provider

Service type

Compensation

PCS RETIREMENT, LLC1 year

Filed as: PCS

Service code 12 · EIN 23-3038464

Consulting (general); Participant loa...

$18,062

ARLINGTON INDUSTRIES INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARLINGTON INDUSTRIES INC. 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