Retirement plan

BELLEVUE MANUFACTURING, INC. SALARIED 401(K) RETIREMENT PLAN

Name: BELLEVUE MANUFACTURING, INC. - BELLEVUE MANUFACTURING, INC. SALARIED 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: BELLEVUE MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BELLEVUE MANUFACTURING, INC. SALARIED 401(K) RETIREMENT PLAN, BELLEVUE MANUFACTURING, INC.

BELLEVUE MANUFACTURING, INC.EIN 34-4186030Plan #001PY 2017

520 GOODRICH ROAD - BELLEVUE, OH 44811419-483-7690tbmc.netLinkedIn51-200 employeesautomotive

Other plans on this EIN

2 filings

#003Retirement-$7.4M assets #002Retirement-$2.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+13.7% from 2016

Total participants

+34.8% from 2016

Average account balance

$85,948

-15.6% from 2016

Annual return

12.22%

+6.09 pp from 2016

Benchmarks

See 14,969 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,969 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.49M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

126.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$340K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+26.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7739

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$180K

$6660 / participant

Other / not subdivided$180K100.0%

% of EOY assets

6.749%

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

$85,948

$67,606+27.1%

$82,313+4.4%

$70,124+22.6%

Participation rate

100.0%

72.8%+27.2pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

12.22%

21.57%-9.3pp

25.88%-13.7pp

73.14%-60.9pp

Employer contribution / active EE

$4,815

$1,755+174.4%

$2,428+98.3%

$2,342+105.5%

Participant deferral / active EE

$2,690

$2,987-9.9%

$3,706-27.4%

$3,332-19.3%

Admin fee / account holder

$5,801

$4,512+28.6%

$5,608+3.4%

$4,645+24.9%

BELLEVUE MANUFACTURING, INC. SALARIED 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BELLEVUE MANUFACTURING, INC. SALARIED 401(K) RETIREMENT 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