Retirement plan

ALL PHASE POWER AND LIGHTING, INC. 401(K) PLAN

Name: ALL PHASE POWER AND LIGHTING, INC. - ALL PHASE POWER AND LIGHTING, INC. 401(K) PLAN (2022) Form 5500
Creator: ALL PHASE POWER AND LIGHTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL PHASE POWER AND LIGHTING, INC. 401(K) PLAN, ALL PHASE POWER AND LIGHTING, INC.

ALL PHASE POWER AND LIGHTING, INC.EIN 34-1630646Plan #001PY 2022

PO BOX 2515 - SANDUSKY, OH 44870419-626-8140allphasepl.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-13.4% from 2021

Total participants

-14.3% from 2021

Average account balance

$186,050

+1.1% from 2021

Annual return

-11.28%

-23.30 pp from 2021

Benchmarks

See 48,287 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,287 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

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

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$71K

$11914 / participant

Other / not subdivided$71K100.0%

% of EOY assets

6.404%

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

$186,050

$134,001+38.8%

$112,258+65.7%

$134,509+38.3%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-11.28%

47.15%-58.4pp

27.47%-38.8pp

418.13%-429.4pp

Employer contribution / active EE

$3,376

$4,039-16.4%

$3,636-7.1%

$4,741-28.8%

Participant deferral / active EE

$4,094

$5,291-22.6%

$4,728-13.4%

$6,400-36.0%

Admin fee / account holder

$11,914

$7,491+59.1%

$6,411+85.8%

$11,427+4.3%

ALL PHASE POWER AND LIGHTING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL PHASE POWER AND LIGHTING, INC. 401(K) 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