Retirement plan

DE PERE FOUNDRY, INC. 2015 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Name: DEPERE FOUNDRY, INC. - DE PERE FOUNDRY, INC. 2015 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: DEPERE FOUNDRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DE PERE FOUNDRY, INC. 2015 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN, DEPERE FOUNDRY, INC.

DEPERE FOUNDRY, INC.EIN 39-1667505Plan #002PY 2023

805 S 6TH STREET - DE PERE, WI 541151107920-336-6985deperefoundry.comLinkedIn11-50 employeesmining & metals

Other plans on this EIN

1 filing

#001Retirement-$2.7M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$7.5M

+20.1% from 2022

Total participants

+3.0% from 2022

Average account balance

$220,243

+5.9% from 2022

Annual return

16.94%

+17.72 pp from 2022

Benchmarks

See 14,453 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,453 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.41M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$336K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+28.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5630

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$246K

$9102 / participant

Other / not subdivided$246K100.0%

% of EOY assets

3.282%

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

$220,243

$80,983+172.0%

$96,544+128.1%

$75,177+193.0%

Participation rate

100.0%

71.8%+28.2pp

76.0%+24.0pp

67.2%+32.8pp

Annual return

16.94%

27.05%-10.1pp

25.88%-8.9pp

160.75%-143.8pp

Employer contribution / active EE

$13,397

$2,282+486.9%

$2,966+351.6%

$2,671+401.5%

Participant deferral / active EE

$3,929-100.0%

$4,851-100.0%

$4,126-100.0%

Admin fee / account holder

$7,228

$6,717+7.6%

$8,254-12.4%

$5,651+27.9%

DE PERE FOUNDRY, INC. 2015 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DE PERE FOUNDRY, INC. 2015 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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