Retirement plan

ULTRA GRO, LLC 401(K) PLAN

Name: ULTRA GRO, LLC - ULTRA GRO, LLC 401(K) PLAN (2015) Form 5500
Creator: ULTRA GRO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ULTRA GRO, LLC 401(K) PLAN, ULTRA GRO, LLC

ULTRA GRO, LLCEIN 26-1819803Plan #002PY 2015

1043 S. GRANADA - MADERA, CA 936374801559-661-0977ultragro.netLinkedIn11-50 employeesfarming

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

No prior year

Total participants

No prior year

Average account balance

$66,145

No prior year

Annual return

21.41%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.43M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

114.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$316K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25961

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

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

$20K

$703 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.994%

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

$66,145

$54,380+21.6%

$68,509-3.5%

$59,633+10.9%

Participation rate

93.1%

70.2%+22.9pp

74.7%+18.4pp

68.7%+24.4pp

Annual return

21.41%

2.83%+18.6pp

8.27%+13.1pp

2041.45%-2020.0pp

Employer contribution / active EE

$3,107

$1,539+101.9%

$2,278+36.4%

$2,203+41.0%

Participant deferral / active EE

$3,958

$2,643+49.7%

$3,382+17.0%

$3,192+24.0%

Admin fee / account holder

$657

$3,885-83.1%

$5,275-87.5%

$4,297-84.7%

ULTRA GRO, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ULTRA GRO, LLC 401(K) 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