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 (2022) 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 2022

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$82.5M

-18.7% from 2021

Total participants

297

-0.7% from 2021

Average account balance

$284,376

-17.2% from 2021

Annual return

-16.48%

-31.52 pp from 2021

Benchmarks

See 2,289 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,289 peers

Snapshot2022

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 4 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$37,056
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 1111 MICHIGAN AVE · EAST LANSING, MI 48823	Accounting	$14,850
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Service code 37 · EIN 04-2647786	Loan Processing	$11,395
FOSTER SWIFT COLLINS & SMITH1 year Filed as: FOSTER SWIFT COLLINS & SMITH PC Service code 29 · EIN 38-1904703 313 S. WASHINGTON SQUARE · LANSING, MI 48933	Legal	$6,977

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$70K

$314 / participant

Investment mgmt$37K52.7%
Other / not subdivided$33K47.3%

% of EOY assets

0.085%

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

$284,376

$86,692+228.0%

$119,634+137.7%

$66,949+324.8%

Participation rate

96.9%

75.6%+21.3pp

79.3%+17.6pp

69.8%+27.1pp

Annual return

-16.48%

-8.00%-8.5pp

-14.98%-1.5pp

1.57%-18.0pp

Employer contribution / active EE

$12,291

$2,536+384.6%

$4,232+190.4%

$2,545+382.9%

Participant deferral / active EE

$8,882

$4,360+103.7%

$5,601+58.6%

$4,239+109.5%

Admin fee / account holder

$242

$755-67.9%

$10,329-97.7%

$594-59.2%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.8+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$37,056

PLANTE & MORAN, PLLC4 years

Filed as: PLANTE & MORAN

Service code 10 · EIN 38-1357951

1111 MICHIGAN AVE · EAST LANSING, MI 48823

Accounting

$14,850

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Service code 37 · EIN 04-2647786

Loan Processing

$11,395

FOSTER SWIFT COLLINS & SMITH1 year

Filed as: FOSTER SWIFT COLLINS & SMITH PC

Service code 29 · EIN 38-1904703

313 S. WASHINGTON SQUARE · LANSING, MI 48933

Legal

$6,977

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