Retirement plan

TECHNICOLOR USA, INC. 401(K) PLAN

Name: TECHNICOLOR USA, INC. - TECHNICOLOR USA, INC. 401(K) PLAN (2022) Form 5500
Creator: TECHNICOLOR USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TECHNICOLOR USA, INC. 401(K) PLAN, TECHNICOLOR USA, INC.

TECHNICOLOR USA, INC.EIN 35-1724835Plan #001PY 2022

8921 LINDBLADE STREET - CULVER CITY, CA 90232800-284-7876

Other plans on this EIN

1 filing

#002Retirement-$71.4M assets

Prospect flagsHigh retiree %Low returnsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed January 13, 2016 (most recent of 3 filings on file)

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)

$418.5M

-5.0% from 2016

Total participants

7,591

+1.9% from 2016

Average account balance

$95,845

-6.4% from 2016

Annual return

-18.50%

-6.28 pp from 2016

Benchmarks

See 811 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort811 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$441.16M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

3,319

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.

33.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.86M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+4.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$155

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 9 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$139,247
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 37 · EIN 04-2647786	Loan Processing	$121,653
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829	Advisory (Plan)	$41,799
MERCER2 years Service code 27 · EIN 13-2834414	Advisory (Plan)	$34,722
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749	Accounting	$22,978
F.ID. INV. INST. OPS. CO1 year Service code 60	Sub-TA Fees	$0
FID INV INST OPS CO3 years Filed as: FID INV. INST. OPS. CO. Service code 60	Sub-TA Fees	$0
FID INV INST OPS CO8+ years Filed as: FID. INV. INST. OPS. CO. Service code 60	Sub-TA Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE GROWTH STOCK Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3H

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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$347K

$263 / participant

Investment mgmt$139K40.1%
Other / not subdivided$208K59.9%

% of EOY assets

0.083%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,845

$130,052-26.3%

$86,717+10.5%

$77,906+23.0%

Participation rate

0.0%

85.9%-85.9pp

76.6%-76.6pp

73.7%-73.7pp

Annual return

-18.50%

-12.73%-5.8pp

35.97%-54.5pp

12.16%-30.7pp

Employer contribution / active EE

$4,669

$3,214+45.3%

$2,837+64.6%

$2,846+64.0%

Participant deferral / active EE

$10,403

$5,741+81.2%

$4,657+123.4%

$4,805+116.5%

Admin fee / account holder

$80

$132-39.7%

$7,494-98.9%

$133-40.0%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$139,247

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS INSTIT OPS CO

Service code 37 · EIN 04-2647786

Loan Processing

$121,653

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY

Service code 27 · EIN 20-8764829

Advisory (Plan)

$41,799

MERCER2 years

Service code 27 · EIN 13-2834414

Advisory (Plan)

$34,722

CLIFTONLARSONALLEN LLP2 years

Filed as: CLIFTONLARSONALLEN

Service code 10 · EIN 41-0746749

Accounting

$22,978

F.ID. INV. INST. OPS. CO1 year

Service code 60

Sub-TA Fees

FID INV INST OPS CO3 years

Filed as: FID INV. INST. OPS. CO.

Service code 60

Sub-TA Fees

FID INV INST OPS CO8+ years

Filed as: FID. INV. INST. OPS. CO.

Service code 60

Sub-TA Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE GROWTH STOCK

Service code 60

Sub-TA Fees

TECHNICOLOR USA, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TECHNICOLOR USA, INC. 401(K) 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