Retirement plan

SARCLAD NORTH AMERICA, L.P. SAVINGS PLAN

Name: SARCLAD NORTH AMERICA, L.P. - SARCLAD NORTH AMERICA, L.P. SAVINGS PLAN (2022) Form 5500
Creator: SARCLAD NORTH AMERICA, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SARCLAD NORTH AMERICA, L.P. SAVINGS PLAN, SARCLAD NORTH AMERICA, L.P.

SARCLAD NORTH AMERICA, L.P.EIN 25-1865261Plan #001PY 2022

317 EAST CARSON STREET, SUITE 241 - PITTSBURGH, PA 15219412-466-2000sarclsarcladusa.comLinkedIn1-10 employeesmachinery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$749K

+9.1% from 2021

Total participants

+18.2% from 2021

Average account balance

$57,647

-7.7% from 2021

Annual return

2.91%

-46.60 pp from 2021

Benchmarks

See 39,322 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,322 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$987K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+4.38%

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

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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

$57,647

$92,684-37.8%

$82,706-30.3%

$134,509-57.1%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

2.91%

945.84%-942.9pp

701.76%-698.9pp

418.13%-415.2pp

Employer contribution / active EE

$3,125

$3,272-4.5%

$3,007+3.9%

$4,741-34.1%

Participant deferral / active EE

$5,407

$4,800+12.6%

$4,394+23.1%

$6,400-15.5%

Admin fee / account holder

$5,982-100.0%

$5,329-100.0%

$11,427-100.0%

SARCLAD NORTH AMERICA, L.P. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SARCLAD NORTH AMERICA, L.P. SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion