Retirement plan

STUCK WOOD WORKS INC 401(K) PROFIT SHARING PLAN & TRUST

Name: STUCK WOOD WORKS INC - STUCK WOOD WORKS INC 401(K) PROFIT SHARING PLAN & TRUST (2023) Form 5500
Creator: STUCK WOOD WORKS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUCK WOOD WORKS INC 401(K) PROFIT SHARING PLAN & TRUST, STUCK WOOD WORKS INC

STUCK WOOD WORKS INCEIN 39-1769688Plan #001PY 2023

7878 N 86TH ST - MILWAUKEE, WI 532243430414-351-5595stuckinc.comLinkedIn1-10 employeescomputer networking

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+20.7% from 2022

Total participants

+10.5% from 2022

Average account balance

$107,977

+14.7% from 2022

Annual return

15.90%

+31.14 pp from 2022

Benchmarks

See 8,683 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,683 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.76M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

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

+16.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14861

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

$44K

$2184 / participant

Other / not subdivided$44K100.0%

% of EOY assets

2.022%

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

$107,977

$118,496-8.9%

$98,461+9.7%

$139,466-22.6%

Participation rate

95.0%

77.5%+17.5pp

75.2%+19.8pp

80.3%+14.7pp

Annual return

15.90%

18.96%-3.1pp

21.17%-5.3pp

373.66%-357.8pp

Employer contribution / active EE

$2,283

$3,611-36.8%

$3,049-25.1%

$4,754-52.0%

Participant deferral / active EE

$4,187

$5,393-22.4%

$4,738-11.6%

$6,712-37.6%

Admin fee / account holder

$2,184

$14,056-84.5%

$8,961-75.6%

$11,409-80.9%

STUCK WOOD WORKS INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUCK WOOD WORKS INC 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