Retirement plan

AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN

Name: AST SPORTSWEAR, INC. - AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN (2021) Form 5500
Creator: AST SPORTSWEAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN, AST SPORTSWEAR, INC.

AST SPORTSWEAR, INC.EIN 33-0648288Plan #002PY 2021

P.O. BOX 17219 - ANAHEIM, CA 92817714-223-2030LinkedIn501-1000 employeesapparel & fashion

Other plans on this EIN

1 filing

#001Retirement-$12.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.9M

+102.0% from 2020

Total participants

+18.2% from 2020

Average account balance

No prior year

Annual return

1.49%

+1.49 pp from 2020

Benchmarks

See 128 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined benefit

Participants25-99

Cohort128 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.88M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$725K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+5.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1C3D

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account 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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$300

$7 / participant

Other / not subdivided$300100.0%

% of EOY assets

0.016%

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

$95,044-100.0%

$38,981-100.0%

$95,044-100.0%

Participation rate

0.0%

0.0%0pp

5.3%-5.3pp

8.4%-8.4pp

Annual return

1.49%

9.08%-7.6pp

11.38%-9.9pp

18.35%-16.9pp

Employer contribution / active EE

$20,231

$8,992+125.0%

$18,467+9.6%

$14,669+37.9%

Participant deferral / active EE

$4-100.0%

$71-100.0%

$70-100.0%

Admin fee / account holder

$9,141-100.0%

$786-100.0%

$9,141-100.0%

AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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