Retirement plan

BRUDER, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

Name: BRUDER, INC. - BRUDER, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES (2017) Form 5500
Creator: BRUDER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRUDER, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES, BRUDER, INC.

BRUDER, INC.EIN 34-0763168Plan #003PY 2017

16900 ROCKSIDE ROAD - MAPLE HEIGHTS, OH 44137216-791-9800bruderinc.comLinkedIn11-50 employeesbuilding materials

Other plans on this EIN

1 filing

#002Retirement-$2.0M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$228K

+38.3% from 2016

Total participants

0.0% from 2016

Average account balance

$28,506

+38.3% from 2016

Annual return

15.61%

+5.08 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$498K

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

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5112

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 codes2E2J3D

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.
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

$1K

$212 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.652%

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

$28,506

$144,130-80.2%

$117,861-75.8%

$147,586-80.7%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

15.61%

531.20%-515.6pp

335.11%-319.5pp

578.59%-563.0pp

Employer contribution / active EE

$3,324

$4,897-32.1%

$3,786-12.2%

$4,876-31.8%

Participant deferral / active EE

$2,019

$5,316-62.0%

$4,482-54.9%

$5,439-62.9%

Admin fee / account holder

$186

$10,887-98.3%

$8,021-97.7%

$10,886-98.3%

BRUDER, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRUDER, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES

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