Retirement plan

TROSTRUD MOSAIC TILE CO. , INC PROFIT SHARING PLAN

Name: TROSTRUD MOSAIC TILE CO., INC. - TROSTRUD MOSAIC TILE CO. , INC PROFIT SHARING PLAN (2019) Form 5500
Creator: TROSTRUD MOSAIC TILE CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TROSTRUD MOSAIC TILE CO. , INC PROFIT SHARING PLAN, TROSTRUD MOSAIC TILE CO., INC.

TROSTRUD MOSAIC TILE CO., INC.EIN 36-2428306Plan #001PY 2019

779 N. DILLION STREET - WOOD DALE, IL 60191630-595-3700trostrudmosaicandtile.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10M

+24.2% from 2018

Total participants

+12.5% from 2018

Average account balance

$1,249,404

+24.2% from 2018

Annual return

25.06%

+31.13 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.49M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$116731

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 codes2E3D2G2F2T

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$278K

$30880 / participant

Other / not subdivided$278K100.0%

% of EOY assets

2.781%

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

$1,249,404

$107,363+1063.7%

$92,909+1244.8%

$152,897+717.2%

Participation rate

88.9%

79.8%+9.1pp

76.0%+12.9pp

82.5%+6.4pp

Annual return

25.06%

145.63%-120.6pp

109.44%-84.4pp

345.43%-320.4pp

Employer contribution / active EE

$23,249

$4,222+450.7%

$3,653+536.4%

$4,764+388.1%

Participant deferral / active EE

$4,848-100.0%

$4,238-100.0%

$5,851-100.0%

Admin fee / account holder

$34,741

$7,082+390.6%

$5,795+499.5%

$11,599+199.5%

TROSTRUD MOSAIC TILE CO. , INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TROSTRUD MOSAIC TILE CO. , 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