Retirement plan

ARLINGTON FASTENER COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: ARLINGTON FASTENER COMPANY, INC. - ARLINGTON FASTENER COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: ARLINGTON FASTENER COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARLINGTON FASTENER COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST, ARLINGTON FASTENER COMPANY, INC.

ARLINGTON FASTENER COMPANY, INC.EIN 36-2680664Plan #001PY 2016

1032 W. NORTHWEST HWY - BARRINGTON, IL 60010847-381-7700arlingtonfastener.comLinkedIn11-50 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

No prior year

Total participants

No prior year

Average account balance

$133,395

No prior year

Annual return

9.03%

No prior year

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.16M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

81.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$181K

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

+8.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55957

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 codes2E2F2G2J3D

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.
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

$81K

$3014 / participant

Other / not subdivided$81K100.0%

% of EOY assets

2.104%

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

$133,395

$69,977+90.6%

$108,582+22.9%

$62,881+112.1%

Participation rate

77.8%

72.9%+4.9pp

79.6%-1.8pp

69.3%+8.5pp

Annual return

9.03%

10.73%-1.7pp

-51.70%+60.7pp

20.14%-11.1pp

Employer contribution / active EE

$2,085

$2,135-2.3%

$3,758-44.5%

$2,281-8.6%

Participant deferral / active EE

$4,679

$3,165+47.8%

$4,311+8.5%

$3,203+46.1%

Admin fee / account holder

$2,807

$5,076-44.7%

$7,645-63.3%

$4,296-34.7%

ARLINGTON FASTENER COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARLINGTON FASTENER COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST

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