Retirement plan

DIRECT SUPPLY, INC. 401K PROFIT SHARING PLAN & TRUST

Name: DIRECT SUPPLY, INC. - DIRECT SUPPLY, INC. 401K PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: DIRECT SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIRECT SUPPLY, INC. 401K PROFIT SHARING PLAN & TRUST, DIRECT SUPPLY, INC.

DIRECT SUPPLY, INC.EIN 38-3324573Plan #001PY 2017

1055 36TH STREET SE - GRAND RAPIDS, MI 495082430616-245-4415directsupplyinc.comLinkedIn11-50 employeesbuilding materials

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$180K

+29.6% from 2016

Total participants

-8.3% from 2016

Average account balance

$22,561

+45.9% from 2016

Annual return

16.43%

+10.26 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$430K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

68.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42

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 codes2E2G2J3D2F

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$112 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.682%

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

$22,561

$104,251-78.4%

$91,004-75.2%

$147,586-84.7%

Participation rate

72.7%

78.2%-5.5pp

75.6%-2.9pp

82.8%-10.1pp

Annual return

16.43%

27.06%-10.6pp

4.60%+11.8pp

578.59%-562.2pp

Employer contribution / active EE

$3,116-100.0%

$2,456-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,759

$4,195-58.1%

$3,548-50.4%

$5,439-67.6%

Admin fee / account holder

$154

$8,948-98.3%

$5,417-97.2%

$10,886-98.6%

DIRECT SUPPLY, INC. 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIRECT SUPPLY, INC. 401K PROFIT SHARING PLAN & TRUST

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