Retirement plan

ZIENTARA FLEET EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Name: ZIENTARA FLEET EQUIPMENT, INC. - ZIENTARA FLEET EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: ZIENTARA FLEET EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIENTARA FLEET EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN, ZIENTARA FLEET EQUIPMENT, INC.

ZIENTARA FLEET EQUIPMENT, INC.EIN 39-1515848Plan #001PY 2018

231059 WELLBORN RD - WAUSAU, WI 54403715-842-3636zientaraco.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-0.7% from 2017

Total participants

+4.8% from 2017

Average account balance

$63,265

-10.6% from 2017

Annual return

5.84%

-2.90 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.37M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10527

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 codes2E2F2G2J3D

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$183K

$9152 / participant

Other / not subdivided$183K100.0%

% of EOY assets

14.466%

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

$63,265

$90,617-30.2%

$79,476-20.4%

$135,382-53.3%

Participation rate

90.0%

76.1%+13.9pp

73.3%+16.7pp

82.6%+7.4pp

Annual return

5.84%

977.57%-971.7pp

718.21%-712.4pp

519.77%-513.9pp

Employer contribution / active EE

$1,701

$3,068-44.6%

$2,800-39.3%

$4,779-64.4%

Participant deferral / active EE

$3,289

$4,050-18.8%

$3,704-11.2%

$5,609-41.4%

Admin fee / account holder

$9,152

$5,907+54.9%

$5,113+79.0%

$10,829-15.5%

ZIENTARA FLEET EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZIENTARA FLEET EQUIPMENT, INC. 401(K) 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