Retirement plan

DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN

Name: DART CONTAINER SALES COMPANY, LLC - DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN (2019) Form 5500
Creator: DART CONTAINER SALES COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN, DART CONTAINER SALES COMPANY, LLC

DART CONTAINER SALES COMPANY, LLCEIN 38-2744701Plan #002PY 2019

600 W. HILLSBORO BLVD., SUITE 600 - DEERFIELD BEACH, FL 33441954-698-6556LinkedIn201-500 employeesmining & metals

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$89.1M

+17.5% from 2018

Total participants

357

+2.3% from 2018

Average account balance

$270,841

+21.1% from 2018

Annual return

21.27%

+26.64 pp from 2018

Benchmarks

See 1,313 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,313 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$94.14M

Not enough data

1 years with asset history on file

Average account balance

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

$361K

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.

261

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+14.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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
STRATEGIC ADVISORS, INC.5+ years Service code 50 · EIN 04-2654524	Direct Payment	$42,191
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 15 · EIN 04-2647786	Recordkeeping	$24,659
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951	Accounting	$11,250

Plan features & details

Pension benefit codes2E2F2G2J2R2T3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$81K

$263 / participant

Investment mgmt$42K52.1%
Other / not subdivided$39K47.9%

% of EOY assets

0.091%

all-in expense ratio

Categories reported

1 / 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: PLANTE & MORAN PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$270,841

$69,159+291.6%

$125,195+116.3%

$67,582+300.8%

Participation rate

90.9%

78.2%+12.7pp

79.8%+11.1pp

71.3%+19.6pp

Annual return

21.27%

27.12%-5.8pp

43.79%-22.5pp

378.57%-357.3pp

Employer contribution / active EE

$9,899

$2,023+389.2%

$3,866+156.1%

$2,148+360.9%

Participant deferral / active EE

$6,620

$3,700+78.9%

$4,937+34.1%

$3,539+87.0%

Admin fee / account holder

$246

$142+73.6%

$9,704-97.5%

$142+72.9%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.5+ years

Service code 50 · EIN 04-2654524

Direct Payment

$42,191

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 15 · EIN 04-2647786

Recordkeeping

$24,659

PLANTE & MORAN, PLLC1 year

Filed as: PLANTE & MORAN

Service code 10 · EIN 38-1357951

Accounting

$11,250

DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DART CONTAINER SALES COMPANY, LLC EMPLOYEE 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