Retirement plan

REINSFELDER, INC. 401(K) PROFIT SHARING PLAN

Name: REINSFELDER, INC. - REINSFELDER, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: REINSFELDER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REINSFELDER, INC. 401(K) PROFIT SHARING PLAN, REINSFELDER, INC.

REINSFELDER, INC.EIN 25-1184296Plan #001PY 2020

108 PLUNKETT DRIVE - ZELIENOPLE, PA 160630001412-821-1395reinsfelder.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$488K

+76.9% from 2019

Total participants

+12.8% from 2019

Average account balance

$11,092

+56.8% from 2019

Annual return

17.73%

-3.29 pp from 2019

Benchmarks

See 3,735 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,735 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.56M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

126.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$897

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$338 / participant

Other / not subdivided$13K100.0%

% of EOY assets

2.631%

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

$11,092

$59,839-81.5%

$81,991-86.5%

$79,852-86.1%

Participation rate

100.0%

61.6%+38.4pp

69.3%+30.7pp

69.6%+30.4pp

Annual return

17.73%

17.56%+0.2pp

41.31%-23.6pp

31.72%-14.0pp

Employer contribution / active EE

$2,071

$1,713+20.9%

$2,498-17.1%

$2,471-16.2%

Participant deferral / active EE

$2,478

$2,695-8.0%

$3,722-33.4%

$3,740-33.7%

Admin fee / account holder

$292

$4,287-93.2%

$5,665-94.8%

$5,306-94.5%

REINSFELDER, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REINSFELDER, INC. 401(K) PROFIT SHARING 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