Retirement plan

ACD DISTRIBUTION

Name: ACD DISTRIBUTION - ACD DISTRIBUTION (2024) Form 5500
Creator: ACD DISTRIBUTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACD DISTRIBUTION, ACD DISTRIBUTION

ACD DISTRIBUTIONEIN 26-1427129Plan #001PY 2024

3129 DEMING WAY - MIDDLETON, WI 53562608-203-9900acdd.comLinkedIn51-200 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+17.9% from 2023

Total participants

0.0% from 2023

Average account balance

$49,214

+16.3% from 2023

Annual return

15.23%

-4.68 pp from 2023

Benchmarks

See 8,995 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort8,995 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.69M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

133.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$285K

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

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2697

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 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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$202K

$3612 / participant

Other / not subdivided$202K100.0%

% of EOY assets

5.480%

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

$49,214

$101,798-51.7%

$165,071-70.2%

$80,935-39.2%

Participation rate

85.7%

71.8%+13.9pp

78.6%+7.1pp

67.7%+18.1pp

Annual return

15.23%

16.73%-1.5pp

70.17%-54.9pp

35.66%-20.4pp

Employer contribution / active EE

$2,004

$2,954-32.2%

$4,347-53.9%

$2,757-27.3%

Participant deferral / active EE

$3,078

$4,476-31.2%

$6,035-49.0%

$4,299-28.4%

Admin fee / account holder

$2,697

$8,221-67.2%

$12,695-78.8%

$6,924-61.1%

ACD DISTRIBUTION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACD DISTRIBUTION

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