Retirement plan

SAPUTO USA 401(K) PLAN

Name: SAPUTO CHEESE USA, INC. - SAPUTO USA 401(K) PLAN (2017) Form 5500
Creator: SAPUTO CHEESE USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAPUTO USA 401(K) PLAN, SAPUTO CHEESE USA, INC.

SAPUTO CHEESE USA, INC.EIN 39-1629977Plan #001PY 2017

ONE OVERLOOK POINT, SUITE 300, LINCOLNSHIRE CORPORATE CENTER - LINCOLNSHIRE, IL 60069847-267-1100stratamanageit.comLinkedIn51-200 employees

Other plans on this EIN

1 filing

#003Retirement-$2.2M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 17, 2023

Plan administrator

Plan administrator name— Sign in and upgrade to view

10700 Research Drive, Suite 400

Milwaukee, WI 53226

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Plans declared (1)

Saputo USA Nonqualified Plan43 emp

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Total assets (EOY)

$350.1M

-8.3% from 2016

Total participants

6,404

-5.8% from 2016

Average account balance

$63,106

-5.0% from 2016

Annual return

19.70%

-6.62 pp from 2016

Benchmarks

See 37 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort37 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$649.86M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

8,440

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.

86.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60.05M

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

+12.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55

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
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICE RETIREMENT PLAN Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$329,907
AON CONSULTING3+ years Filed as: AON CONSULTING INC Service code 16 PO BOX 95135 · CHICAGO, IL 60694	Consulting	$71,235
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694	Consulting	$23,750
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 P.O. BOX 844736 · DALLAS, TX 75284	Accounting	$22,500

Plan features & details

Pension benefit codes2E2F2G2J2K

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$451K

$80 / participant

Other / not subdivided$451K100.0%

% of EOY assets

0.129%

all-in expense ratio

Categories reported

0 / 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: DELOITTE LLP
Auditor EIN: 980115552
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,106

$94,339-33.1%

$75,501-16.4%

$177,276-64.4%

Participation rate

84.8%

80.3%+4.5pp

72.4%+12.5pp

74.8%+10.0pp

Annual return

19.70%

18.58%+1.1pp

27.35%-7.7pp

21.25%-1.6pp

Employer contribution / active EE

$2,204

$2,982-26.1%

$2,352-6.3%

$2,479-11.1%

Participant deferral / active EE

$3,596

$3,974-9.5%

$3,142+14.4%

$3,881-7.3%

Admin fee / account holder

$81

$53+53.6%

$5,801-98.6%

$154-47.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC3+ years

Filed as: T.ROWE PRICE RETIREMENT PLAN

Service code 15 · EIN 52-1714114

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$329,907

AON CONSULTING3+ years

Filed as: AON CONSULTING INC

Service code 16

PO BOX 95135 · CHICAGO, IL 60694

Consulting

$71,235

AON CONSULTING1 year

Filed as: AON HEWITT INVESTMENT CONSULTING

Service code 16

39584 TREASURY CENTER · CHICAGO, IL 60694

Consulting

$23,750

DELOITTE & TOUCHE LLP1 year

Filed as: DELOITTE TAX LLP

Service code 10

P.O. BOX 844736 · DALLAS, TX 75284

Accounting

$22,500

SAPUTO USA 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAPUTO USA 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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