Retirement plan

BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN

Name: BAUER BUILT, INC. - BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN (2015) Form 5500
Creator: BAUER BUILT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN, BAUER BUILT, INC.

BAUER BUILT, INC.EIN 39-0906216Plan #003PY 2015

P.O. BOX 248 - DURAND, WI 54736715-672-8602bauerbuilt.comLinkedIn501-1000 employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 26, 2007

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$46.5M

No prior year

Total participants

574

No prior year

Average account balance

$85,401

No prior year

Annual return

0.93%

No prior year

Benchmarks

See 1,098 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,098 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$83.09M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

756

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
ORGEL WEALTH MANAGEMENT1+ years Service code 26 · EIN 46-2793932	Advisory (Participants)	$95,838
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA, INC. Service code 15 · EIN 91-0675641	Recordkeeping	$51,421
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009	Securities Custodian	$7,179
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES CHWAB BANK Service code 19	Securities Custodian	$2,887

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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

$147K

$307 / participant

Investment mgmt$96K65.1%
Other / not subdivided$51K34.9%

% of EOY assets

0.316%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,401

$33,745+153.1%

$64,105+33.2%

$55,191+54.7%

Participation rate

94.0%

59.4%+34.6pp

68.2%+25.8pp

69.2%+24.8pp

Annual return

0.93%

4.95%-4.0pp

791.24%-790.3pp

10.78%-9.9pp

Employer contribution / active EE

$3,122

$641+387.1%

$1,820+71.5%

$1,899+64.4%

Participant deferral / active EE

$3,530

$1,929+82.9%

$2,822+25.1%

$3,046+15.9%

Admin fee / account holder

$270

$94+186.4%

$4,499-94.0%

$91+197.6%

Provider

Service type

Compensation

ORGEL WEALTH MANAGEMENT1+ years

Service code 26 · EIN 46-2793932

Advisory (Participants)

$95,838

MILLIMAN, INC.1+ years

Filed as: MILLIMAN USA, INC.

Service code 15 · EIN 91-0675641

Recordkeeping

$51,421

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB BANK

Service code 19 · EIN 42-1558009

Securities Custodian

$7,179

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES CHWAB BANK

Service code 19

Securities Custodian

$2,887

BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN

Top hat statement on fileNQDC

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