Retirement plan

ABBEY CARPET & FLOOR 401K PLAN

Name: ABBEY CARPET & FLOOR - ABBEY CARPET & FLOOR 401K PLAN (2022) Form 5500
Creator: ABBEY CARPET & FLOOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABBEY CARPET & FLOOR 401K PLAN, ABBEY CARPET & FLOOR

ABBEY CARPET & FLOOREIN 27-3439006Plan #001PY 2022

2812 S WALTON BLVD - BENTONVILLE, AR 72712479-903-4477LinkedIn11-50 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$456K

No prior year

Total participants

No prior year

Average account balance

$227,821

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 21,416 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,416 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$698K

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+3.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2289

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$5K

$2344 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.029%

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

$227,821

$95,895+137.6%

$79,576+186.3%

$134,509+69.4%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

0.00%

-2.72%+2.7pp

0.15%-0.1pp

418.13%-418.1pp

Employer contribution / active EE

$3,238

$3,128+3.5%

$2,413+34.2%

$4,741-31.7%

Participant deferral / active EE

$14,558

$4,693+210.2%

$3,985+265.3%

$6,400+127.4%

Admin fee / account holder

$2,344

$9,129-74.3%

$6,834-65.7%

$11,427-79.5%

ABBEY CARPET & FLOOR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABBEY CARPET & FLOOR 401K 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