Retirement plan

ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN

Name: ATLAS MECHANICAL, INC. - ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN (2015) Form 5500
Creator: ATLAS MECHANICAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN, ATLAS MECHANICAL, INC.

ATLAS MECHANICAL, INC.EIN 33-0467796Plan #002PY 2015

8260 CAMINO SANTA FE, SUITE B - SAN DIEGO, CA 92121858-554-0700atlasmechanical.comLinkedIn51-200 employeesconstruction

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

116

No prior year

Average account balance

$36,133

No prior year

Annual return

-2.07%

No prior year

Benchmarks

See 11,458 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort11,458 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.01M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

294

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.

90.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

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

+10.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$174

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
V WEALTH MANAGEMENT LLC1+ years Filed as: V WEALTH MANAGEMENT, LLC Service code 27 · EIN 26-4711671	Advisory (Plan)	$14,971
SAN DIEGO PENSION CONSULTANTS1+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC Service code 15 · EIN 33-0461574	Recordkeeping	$4,680
TRANSAMERICAN LIFE INSURANCE COMPAN1+ years Service code 15 · EIN 39-0989781	Recordkeeping	$630

Plan features & details

Pension benefit codes2E2H2J2F3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$14K

$167 / participant

Investment mgmt$14K100.0%

% of EOY assets

0.418%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RBTK, LLP
Auditor EIN: 330567239
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,133

$52,678-31.4%

$75,784-52.3%

$59,633-39.4%

Participation rate

74.1%

67.2%+6.9pp

75.8%-1.7pp

68.7%+5.4pp

Annual return

-2.07%

2.95%-5.0pp

9.68%-11.7pp

2041.45%-2043.5pp

Employer contribution / active EE

$588

$2,193-73.2%

$3,323-82.3%

$2,203-73.3%

Participant deferral / active EE

$3,609

$2,591+39.3%

$3,652-1.2%

$3,192+13.1%

Admin fee / account holder

$151

$3,610-95.8%

$5,300-97.2%

$4,297-96.5%

Provider

Service type

Compensation

V WEALTH MANAGEMENT LLC1+ years

Filed as: V WEALTH MANAGEMENT, LLC

Service code 27 · EIN 26-4711671

Advisory (Plan)

$14,971

SAN DIEGO PENSION CONSULTANTS1+ years

Filed as: SAN DIEGO PENSION CONSULTANTS, INC

Service code 15 · EIN 33-0461574

Recordkeeping

$4,680

TRANSAMERICAN LIFE INSURANCE COMPAN1+ years

Service code 15 · EIN 39-0989781

Recordkeeping

$630

ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING 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