Retirement plan

CENTRAL SUPPLY COMPANY, INC. EMPLOYEES' RETIREMENT PLAN

Name: CENTRAL SUPPLY COMPANY, INC. - CENTRAL SUPPLY COMPANY, INC. EMPLOYEES' RETIREMENT PLAN (2020) Form 5500
Creator: CENTRAL SUPPLY COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL SUPPLY COMPANY, INC. EMPLOYEES' RETIREMENT PLAN, CENTRAL SUPPLY COMPANY, INC.

CENTRAL SUPPLY COMPANY, INC.EIN 35-1358209Plan #003PY 2020

PO BOX 1982 - INDIANAPOLIS, IN 46206317-898-2411LinkedIn201-500 employeeswholesale

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 24, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$21.9M

+14.2% from 2019

Total participants

195

+8.9% from 2019

Average account balance

$120,463

+8.0% from 2019

Annual return

16.30%

-0.25 pp from 2019

Benchmarks

See 2,270 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,270 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.44M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

203

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.

96.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.86M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
BEMANAGED6+ years Service code 26 · EIN 59-3835428 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546	Advisory (Participants)	$14,897
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482	Recordkeeping	$10,900
METROPOLITAN WEST ASSET MANAGEMENT6+ years Service code 49 · EIN 95-4597302 865 SOUTH FIGUEROA STREET STE 1800 · LOS ANGELES, CA 90017	Other Services	$0

Plan features & details

Pension benefit codes2E2G2J2K2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$25K

$165 / participant

Investment mgmt$14K56.9%
Other / not subdivided$11K43.1%

% of EOY assets

0.115%

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: PILE CPAS
Auditor EIN: 350865680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$120,463

$81,494+47.8%

$133,978-10.1%

$73,497+63.9%

Participation rate

91.5%

76.4%+15.1pp

79.8%+11.7pp

70.7%+20.8pp

Annual return

16.30%

19.40%-3.1pp

45.10%-28.8pp

28.51%-12.2pp

Employer contribution / active EE

$2,805

$2,210+26.9%

$3,919-28.4%

$2,270+23.5%

Participant deferral / active EE

$4,602

$3,787+21.5%

$5,047-8.8%

$3,740+23.1%

Admin fee / account holder

$139

$713-80.5%

$8,930-98.4%

$513-72.9%

Provider

Service type

Compensation

BEMANAGED6+ years

Service code 26 · EIN 59-3835428

4280 CASCADE RD SE · GRAND RAPIDS, MI 49546

Advisory (Participants)

$14,897

THE VANGUARD GROUP, INC.1 year

Filed as: THE VANGUARD GROUP

Service code 15 · EIN 23-1945930

PO BOX 2600 · VALLEY FORGE, PA 19482

Recordkeeping

$10,900

METROPOLITAN WEST ASSET MANAGEMENT6+ years

Service code 49 · EIN 95-4597302

865 SOUTH FIGUEROA STREET STE 1800 · LOS ANGELES, CA 90017

Other Services

CENTRAL SUPPLY COMPANY, INC. EMPLOYEES' RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL SUPPLY COMPANY, INC. EMPLOYEES' RETIREMENT PLAN

Top hat statement on fileNQDC

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