Retirement plan

LACROIX PRECISION OPTICS, INC. PROFIT SHARING PLAN

Name: LACROIX PRECISION OPTICS, INC. - LACROIX PRECISION OPTICS, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: LACROIX PRECISION OPTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LACROIX PRECISION OPTICS, INC. PROFIT SHARING PLAN, LACROIX PRECISION OPTICS, INC.

LACROIX PRECISION OPTICS, INC.EIN 36-2085033Plan #001PY 2019

50 LACROIX DRIVE PO BOX 2556 - BATESVILLE, AR 72503870-698-1881lacroixoptical.comLinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.2M

+19.7% from 2018

Total participants

113

+1.8% from 2018

Average account balance

$138,256

+16.5% from 2018

Annual return

18.27%

+21.86 pp from 2018

Benchmarks

See 14,957 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,957 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.68M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

112

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$565K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$324

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
SF FISER & COMPANY2 years Filed as: S.F. FISER & COMPANY Service code 10 · EIN 71-0749699	Accounting	$12,619
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930	Recordkeeping	$9,819
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637	Legal	$7,412

Plan features & details

Pension benefit codes2E2F2G2J2T

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.
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

$30K

$324 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.196%

all-in expense ratio

Categories reported

0 / 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: S.F. FISER & COMPANY
Auditor EIN: 710749699
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$138,256

$72,492+90.7%

$87,104+58.7%

$72,975+89.5%

Participation rate

96.7%

72.8%+23.9pp

76.9%+19.9pp

69.5%+27.3pp

Annual return

18.27%

24.46%-6.2pp

28.19%-9.9pp

81.01%-62.7pp

Employer contribution / active EE

$3,497

$1,894+84.6%

$2,521+38.7%

$2,440+43.3%

Participant deferral / active EE

$3,122

$3,270-4.5%

$4,048-22.9%

$3,608-13.5%

Admin fee / account holder

$271

$5,055-94.6%

$7,491-96.4%

$5,124-94.7%

Provider

Service type

Compensation

SF FISER & COMPANY2 years

Filed as: S.F. FISER & COMPANY

Service code 10 · EIN 71-0749699

Accounting

$12,619

THE VANGUARD GROUP, INC.5+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$9,819

FRIDAY ELDREDGE & CLARK1 year

Filed as: FRIDAY, ELDREDGE & CLARK

Service code 29 · EIN 71-0253637

Legal

$7,412

LACROIX PRECISION OPTICS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LACROIX PRECISION OPTICS, INC. PROFIT SHARING 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