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 (2020) 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 2020

6451 N FEDERAL HIGHWAY, SUITE 200 - FT. LAUDERDALE, FL 33308954-698-6556LinkedIn201-500 employeesmining & metals

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$92.8M

+4.2% from 2019

Total participants

316

-11.5% from 2019

Average account balance

$298,445

+10.2% from 2019

Annual return

13.15%

-8.13 pp from 2019

Benchmarks

See 2,270 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,270 peers

Snapshot2020

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.6+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$27,276
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 15 · EIN 04-2647786	Recordkeeping	$19,634
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951	Accounting	$12,200

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
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.
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

$59K

$245 / participant

Investment mgmt$27K46.1%
Other / not subdivided$32K53.9%

% of EOY assets

0.064%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$298,445

$81,494+266.2%

$133,978+122.8%

$73,497+306.1%

Participation rate

97.9%

76.4%+21.5pp

79.8%+18.1pp

70.7%+27.2pp

Annual return

13.15%

19.40%-6.3pp

45.10%-31.9pp

28.51%-15.4pp

Employer contribution / active EE

$11,010

$2,210+398.3%

$3,919+180.9%

$2,270+385.0%

Participant deferral / active EE

$7,603

$3,787+100.8%

$5,047+50.6%

$3,740+103.3%

Admin fee / account holder

$190

$713-73.4%

$8,930-97.9%

$513-63.0%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.6+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$27,276

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 15 · EIN 04-2647786

Recordkeeping

$19,634

PLANTE & MORAN, PLLC2 years

Filed as: PLANTE & MORAN

Service code 10 · EIN 38-1357951

Accounting

$12,200

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