Retirement plan

ARTLINE LTD 401(K) PLAN

Name: ARTLINE, LTD - ARTLINE LTD 401(K) PLAN (2023) Form 5500
Creator: ARTLINE, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTLINE LTD 401(K) PLAN, ARTLINE, LTD

ARTLINE, LTDEIN 39-1733012Plan #001PY 2023

2209 BADGER COURT - WAUKESHA, WI 53188262-547-6966artlineltd.comLinkedIn51-200 employeesfine art

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$75K

+73.3% from 2022

Total participants

-3.6% from 2022

Average account balance

$12,546

+44.5% from 2022

Annual return

20.52%

+20.52 pp from 2022

Benchmarks

See 5,245 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,245 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

26.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$803

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

+16.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1078

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 codes2E2J2F2G3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$195

$8 / participant

Other / not subdivided$195100.0%

% of EOY assets

0.259%

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

$12,546

$49,897-74.9%

$80,648-84.4%

$75,177-83.3%

Participation rate

19.2%

55.3%-36.1pp

67.0%-47.8pp

67.2%-48.0pp

Annual return

20.52%

34.68%-14.2pp

937.21%-916.7pp

160.75%-140.2pp

Employer contribution / active EE

$482

$1,699-71.7%

$2,724-82.3%

$2,671-82.0%

Participant deferral / active EE

$401

$2,992-86.6%

$4,443-91.0%

$4,126-90.3%

Admin fee / account holder

$33

$3,579-99.1%

$5,382-99.4%

$5,651-99.4%

ARTLINE LTD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARTLINE LTD 401(K) 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