Retirement plan

REINHART BOERNER VAN DEUREN S.C. 401K PROFIT SHARING PLAN

Name: REINHART BOERNER VAN DEUREN S.C. - REINHART BOERNER VAN DEUREN S.C. 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: REINHART BOERNER VAN DEUREN S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REINHART BOERNER VAN DEUREN S.C. 401K PROFIT SHARING PLAN, REINHART BOERNER VAN DEUREN S.C.

REINHART BOERNER VAN DEUREN S.C.EIN 39-1126909Plan #001PY 2015

1000 N WATER STREET, SUITE 1700 - MILWAUKEE, WI 53202414-298-1000reinhartlaw.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$26.9M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 9, 2005 (most recent of 2 filings on file)

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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Total assets (EOY)

$184.1M

-2.0% from 2016

Total participants

493

-6.8% from 2016

Average account balance

No prior year

Annual return

0.40%

-7.44 pp from 2016

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$308.38M

Not enough data

1 years with asset history on file

Average account balance

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

$586K

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.

526

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+15.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$309

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
ASSOCIATED TRUST COMPANY1+ years Service code 21 · EIN 39-1564826 TRUST OPERATIONS · GREEN BAY, WI 54307	Bank Trustee	$148,344
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 · EIN 94-0142264 21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072	Advisory (Participants)	$83,125
SCHENCK SC1+ years Filed as: SCHENCK SOLUTIONS Service code 10 · EIN 39-1173131 200 E. WASHINGTON STREET · APPLETON, WI 54912	Accounting	$12,943
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 98101	Actuarial	$8,185

Plan features & details

Pension benefit codes2E2G2J3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$260K

$780 / participant

Investment mgmt$83K32.0%
Other / not subdivided$177K68.0%

% of EOY assets

0.141%

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: SCHENCK S.C.
Auditor EIN: 391173131
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,324-100.0%

$115,038-100.0%

$55,191-100.0%

Participation rate

0.0%

72.5%-72.5pp

81.4%-81.4pp

69.2%-69.2pp

Annual return

0.40%

6.30%-5.9pp

26.14%-25.7pp

10.78%-10.4pp

Employer contribution / active EE

$13,125

$2,805+367.9%

$4,608+184.8%

$1,899+591.2%

Participant deferral / active EE

$9,189

$5,042+82.2%

$6,026+52.5%

$3,046+201.6%

Admin fee / account holder

$105-100.0%

$8,175-100.0%

$91-100.0%

Provider

Service type

Compensation

ASSOCIATED TRUST COMPANY1+ years

Service code 21 · EIN 39-1564826

TRUST OPERATIONS · GREEN BAY, WI 54307

Bank Trustee

$148,344

ASCENSUS LLC1+ years

Filed as: FRANCIS INVESTMENT COUNSEL, LLC

Service code 26 · EIN 94-0142264

21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072

Advisory (Participants)

$83,125

SCHENCK SC1+ years

Filed as: SCHENCK SOLUTIONS

Service code 10 · EIN 39-1173131

200 E. WASHINGTON STREET · APPLETON, WI 54912

Accounting

$12,943

MILLIMAN, INC.1+ years

Filed as: MILLIMAN

Service code 11 · EIN 91-0675641

1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 98101

Actuarial

$8,185

REINHART BOERNER VAN DEUREN S.C. 401K PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REINHART BOERNER VAN DEUREN S.C. 401K PROFIT SHARING 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