Retirement plan

SEVILLE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Name: SEVILLE CORPORATION - SEVILLE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: SEVILLE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEVILLE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST, SEVILLE CORPORATION

SEVILLE CORPORATIONEIN 39-1746779Plan #001PY 2024

4815 TRIANGLE ST - MCFARLAND, WI 535589362608-838-8910

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.3M

+28.3% from 2023

Total participants

+3.1% from 2023

Average account balance

$161,269

+24.4% from 2023

Annual return

25.18%

+1.72 pp from 2023

Benchmarks

See 2,434 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,434 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.32M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

106.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

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

+25.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3365

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$111K

$3582 / participant

Other / not subdivided$111K100.0%

% of EOY assets

2.087%

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

$161,269

$61,815+160.9%

$97,295+65.8%

$80,959+99.2%

Participation rate

100.0%

63.5%+36.5pp

72.7%+27.3pp

67.7%+32.3pp

Annual return

25.18%

-558.73%+583.9pp

75.62%-50.4pp

35.67%-10.5pp

Employer contribution / active EE

$1,996

$1,836+8.7%

$2,723-26.7%

$2,757-27.6%

Participant deferral / active EE

$5,231

$3,027+72.8%

$4,264+22.7%

$4,300+21.7%

Admin fee / account holder

$3,365

$5,166-34.9%

$5,646-40.4%

$6,925-51.4%

SEVILLE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEVILLE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

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