Retirement plan

ARLINGTON INDUSTRIES, INC. 401(K) SAVINGS PLAN

Name: ARLINGTON INDUSTRIES, INC. - ARLINGTON INDUSTRIES, INC. 401(K) SAVINGS PLAN (2020) 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 2020

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)

$29.6M

+29.3% from 2019

Total participants

407

+3.8% from 2019

Average account balance

$73,056

+24.9% from 2019

Annual return

25.28%

+21.10 pp from 2019

Benchmarks

See 1,160 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,160 peers

Snapshot2020

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 2 by compensation

Provider	Service type	Compensation
PROFESSIONAL CAPITAL SERVICES, LLC2 years Service code 12 · EIN 23-3038464	Consulting (general); Participant loa...	$48,975
LPL FINANCIAL5+ years Service code 27 · EIN 95-2834236	Advisory (Plan)	$34,148

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

$83K

$242 / participant

Contract admin$83K100.0%

% of EOY assets

0.281%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LILLING & COMPANY LLP
Auditor EIN: 133447681
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,056

$85,135-14.2%

$98,920-26.1%

$73,412-0.5%

Participation rate

99.4%

81.1%+18.3pp

76.0%+23.4pp

72.2%+27.2pp

Annual return

25.28%

19.14%+6.1pp

196.47%-171.2pp

59.30%-34.0pp

Employer contribution / active EE

$3,088

$2,721+13.5%

$2,689+14.8%

$2,234+38.3%

Participant deferral / active EE

$2,234

$4,349-48.6%

$4,245-47.4%

$3,806-41.3%

Admin fee / account holder

$205

$139+47.3%

$6,643-96.9%

$158+29.9%

Provider

Service type

Compensation

PROFESSIONAL CAPITAL SERVICES, LLC2 years

Service code 12 · EIN 23-3038464

Consulting (general); Participant loa...

$48,975

LPL FINANCIAL5+ years

Service code 27 · EIN 95-2834236

Advisory (Plan)

$34,148

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