Retirement plan

C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Name: C.G. BRETTING MANUFACTURING CO., INC. - C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN (2019) Form 5500
Creator: C.G. BRETTING MANUFACTURING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN, C.G. BRETTING MANUFACTURING CO., INC.

C.G. BRETTING MANUFACTURING CO., INC.EIN 39-0181590Plan #004PY 2019

3401 LAKE PARK ROAD - ASHLAND, WI 54806715-682-5231

Other plans on this EIN

1 filing

#003Retirement-$65.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.9M

+16.5% from 2018

Total participants

215

+11.4% from 2018

Average account balance

$119,108

+9.2% from 2018

Annual return

19.57%

+34.04 pp from 2018

Benchmarks

See 4,277 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,277 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$33.66M

Not enough data

1 years with asset history on file

Average account balance

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

$173K

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.

195

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.

90.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$220

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121	Advisory (Plan)	$27,882
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$11,520
MERIT BENEFITS GROUP, INC.1 year Service code 13 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523	Contract Administrator	$5,682

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$16 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$119,108

$65,376+82.2%

$87,100+36.7%

$65,185+82.7%

Participation rate

87.5%

75.3%+12.2pp

76.9%+10.6pp

70.2%+17.3pp

Annual return

19.57%

31.27%-11.7pp

28.19%-8.6pp

29.38%-9.8pp

Employer contribution / active EE

$1,674

$1,822-8.2%

$2,521-33.6%

$2,177-23.1%

Participant deferral / active EE

$4,413

$3,388+30.2%

$4,049+9.0%

$3,514+25.6%

Admin fee / account holder

$15

$520-97.1%

$7,497-99.8%

$847-98.2%

Provider

Service type

Compensation

LPL FINANCIAL4 years

Filed as: LPL FINANCIAL LLC

Service code 27

ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121

Advisory (Plan)

$27,882

NATIONWIDE5+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$11,520

MERIT BENEFITS GROUP, INC.1 year

Service code 13 · EIN 36-4013756

2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523

Contract Administrator

$5,682

C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS 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