Retirement plan

VERTICAL VEGETATION MANAGEMENT, LLC 401K PLAN

Name: VERTICAL VEGETATION MANAGEMENT, LLC - VERTICAL VEGETATION MANAGEMENT, LLC 401K PLAN (2020) Form 5500
Creator: VERTICAL VEGETATION MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VERTICAL VEGETATION MANAGEMENT, LLC 401K PLAN, VERTICAL VEGETATION MANAGEMENT, LLC

VERTICAL VEGETATION MANAGEMENT, LLCEIN 30-0856116Plan #001PY 2020

6655 N 700 E - DARLINGTON, IN 47940765-366-7812LinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$80K

No prior year

Total participants

No prior year

Average account balance

$11,477

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,435 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,435 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$585K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6664

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

$82

$8 / participant

Other / not subdivided$82100.0%

% of EOY assets

0.102%

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

$11,477

$149,778-92.3%

$118,946-90.4%

$158,966-92.8%

Participation rate

70.0%

82.1%-12.1pp

75.4%-5.4pp

82.0%-12.0pp

Annual return

0.00%

19.95%-19.9pp

35.89%-35.9pp

302.95%-302.9pp

Employer contribution / active EE

$2,164

$4,117-47.4%

$3,263-33.7%

$4,762-54.6%

Participant deferral / active EE

$5,811

$5,225+11.2%

$4,266+36.2%

$5,983-2.9%

Admin fee / account holder

$12

$8,604-99.9%

$6,581-99.8%

$11,250-99.9%

VERTICAL VEGETATION MANAGEMENT, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VERTICAL VEGETATION MANAGEMENT, LLC 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