Retirement plan

RED HOOK CRATING, LLC 401(K)PLAN

Name: RED HOOK CRATING, LLC - RED HOOK CRATING, LLC 401(K)PLAN (2018) Form 5500
Creator: RED HOOK CRATING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RED HOOK CRATING, LLC 401(K)PLAN, RED HOOK CRATING, LLC

RED HOOK CRATING, LLCEIN 36-4683443Plan #001PY 2018

47-47 32ND PLACE - LONG ISLAND CITY, NY 11101718-784-4034red-hook.comLinkedIn51-200 employeesfine art

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$524K

+44.0% from 2017

Total participants

+19.5% from 2017

Average account balance

$20,950

+38.3% from 2017

Annual return

-5.25%

-20.91 pp from 2017

Benchmarks

See 3,617 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,617 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

28.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1232

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$101 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.869%

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

$20,950

$49,280-57.5%

$67,313-68.9%

$64,173-67.4%

Participation rate

46.7%

60.8%-14.1pp

69.1%-22.4pp

69.6%-22.9pp

Annual return

-5.25%

-1.39%-3.9pp

-4.08%-1.2pp

7.63%-12.9pp

Employer contribution / active EE

$1,547

$1,668-7.3%

$2,566-39.7%

$2,381-35.0%

Participant deferral / active EE

$2,522

$2,484+1.5%

$3,568-29.3%

$3,470-27.3%

Admin fee / account holder

$182

$3,863-95.3%

$4,507-96.0%

$4,887-96.3%

RED HOOK CRATING, LLC 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RED HOOK CRATING, LLC 401(K)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