Retirement plan

K & K INTERNATIONAL, INC. 401K PLAN

Name: K & K INTERNATIONAL, INC. - K & K INTERNATIONAL, INC. 401K PLAN (2018) Form 5500
Creator: K & K INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, K & K INTERNATIONAL, INC. 401K PLAN, K & K INTERNATIONAL, INC.

K & K INTERNATIONAL, INC.EIN 36-4580912Plan #002PY 2018

21151 S WESTERN AVE STE 100 - TORRANCE, CA 905011724310-542-7486

Other plans on this EIN

1 filing

#001Retirement-$272K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$259K

+5.7% from 2017

Total participants

0.0% from 2017

Average account balance

$37,029

+5.7% from 2017

Annual return

-8.39%

-29.17 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$843K

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

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

$12K

$1693 / participant

Other / not subdivided$12K100.0%

% of EOY assets

4.572%

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

$37,029

$135,645-72.7%

$110,243-66.4%

$135,380-72.6%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

-8.39%

513.24%-521.6pp

314.76%-323.1pp

519.81%-528.2pp

Employer contribution / active EE

$1,479

$4,907-69.9%

$3,827-61.4%

$4,779-69.1%

Participant deferral / active EE

$5,143

$5,507-6.6%

$4,672+10.1%

$5,609-8.3%

Admin fee / account holder

$1,693

$11,458-85.2%

$8,548-80.2%

$10,828-84.4%

K & K INTERNATIONAL, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

K & K INTERNATIONAL, INC. 401K 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