Retirement plan

THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES

Name: THE VOLLRATH COMPANY, LLC - THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES (2024) Form 5500
Creator: THE VOLLRATH COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES, THE VOLLRATH COMPANY, LLC

THE VOLLRATH COMPANY, LLCEIN 39-1859733Plan #013PY 2024

1236 N 18TH STREET, PO BOX 611 - SHEBOYGAN, WI 530820611920-457-4851vollrathcompany.comLinkedIn1001-5000 employeesfood & beverages

Other plans on this EIN

6 filings

#011Retirement-$120.1M assets #014Retirement-$35.8M assets #007Retirement-$13.1M assets #018Retirement-$8.6M assets #016Retirement-$3.9M assets #017Retirement-$776K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$27.1M

+2.7% from 2023

Total participants

285

+3.3% from 2023

Average account balance

$134,737

+7.8% from 2023

Annual return

13.67%

-3.13 pp from 2023

Benchmarks

See 2,379 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,379 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.08M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

201

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.

67.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.64M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$221

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO3 years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$38,528
ALPHA INVESTMENT CONSULTING GROUP3 years Service code 27 · EIN 39-1859759	Advisory (Plan)	$5,800
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674	Securities Custodian	$0

Plan features & details

Pension benefit codes2F2G2J2K3D3H

Plan features

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$44K

$173 / participant

Recordkeeping$39K86.9%
Investment mgmt$6K13.1%

% of EOY assets

0.164%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,737

$89,123+51.2%

$102,460+31.5%

$77,762+73.3%

Participation rate

67.2%

80.9%-13.7pp

76.5%-9.3pp

70.6%-3.4pp

Annual return

13.67%

25.05%-11.4pp

29.47%-15.8pp

31.27%-17.6pp

Employer contribution / active EE

$2,193

$2,700-18.8%

$3,025-27.5%

$2,728-19.6%

Participant deferral / active EE

$4,214

$5,148-18.1%

$5,056-16.7%

$4,651-9.4%

Admin fee / account holder

$221

$236-6.5%

$9,460-97.7%

$433-49.1%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO3 years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$38,528

ALPHA INVESTMENT CONSULTING GROUP3 years

Service code 27 · EIN 39-1859759

Advisory (Plan)

$5,800

MATRIX TRUST COMPANY3 years

Service code 19 · EIN 75-3182674

Securities Custodian

THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TAX SAVERS PLAN OF THE VOLLRATH COMPANY LLC UAW EMPLOYEES

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