Retirement plan

ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN

Name: ALLIANCE LAUNDRY SYSTEMS, LLC - ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN (2023) Form 5500
Creator: ALLIANCE LAUNDRY SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN, ALLIANCE LAUNDRY SYSTEMS, LLC

ALLIANCE LAUNDRY SYSTEMS, LLCEIN 39-1927923Plan #003PY 2023

PO BOX 990 - RIPON, WI 54971920-748-3121alliancelaundry.comLinkedIn1001-5000 employeesmachinery

Other plans on this EIN

1 filing

#002Retirement-$29K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$177.7M

+24.7% from 2022

Total participants

3,357

-0.3% from 2022

Average account balance

$53,262

+21.9% from 2022

Annual return

21.76%

+34.18 pp from 2022

Benchmarks

See 809 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort809 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$203.99M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

3,408

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52

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 6 by compensation

Provider	Service type	Compensation
THOMPSON HINE9+ years Service code 29 · EIN 34-0575300	Legal	$94,802
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$60,174
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD Service code 27 · EIN 39-6037917	Advisory (Plan)	$38,334
FIDELITY INVESTMENTS INSTITUTIONAL6 years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786	Loan Processing	$28,442
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749	Accounting	$14,490
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2K2J2F2S2G

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$236K

$107 / participant

Recordkeeping$28K11.8%
Investment mgmt$60K25.5%
Legal$95K40.1%
Contract admin$6000.3%
Other / not subdivided$53K22.4%

% of EOY assets

0.133%

all-in expense ratio

Categories reported

4 / 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: $14,490
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,262

$104,544-49.1%

$96,544-44.8%

$80,169-33.6%

Participation rate

99.1%

86.4%+12.7pp

76.0%+23.1pp

72.9%+26.2pp

Annual return

21.76%

21.79%0pp

25.88%-4.1pp

40.39%-18.6pp

Employer contribution / active EE

$3,619

$3,527+2.6%

$2,966+22.0%

$2,978+21.5%

Participant deferral / active EE

$5,005

$6,170-18.9%

$4,851+3.2%

$5,016-0.2%

Admin fee / account holder

$71

$107-33.8%

$8,254-99.1%

$145-51.2%

Provider

Service type

Compensation

THOMPSON HINE9+ years

Service code 29 · EIN 34-0575300

Legal

$94,802

STRATEGIC ADVISORS, INC.9+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$60,174

BAIRD FUNDS6 years

Filed as: ROBERT W BAIRD

Service code 27 · EIN 39-6037917

Advisory (Plan)

$38,334

FIDELITY INVESTMENTS INSTITUTIONAL6 years

Filed as: FIDELITY INVESTMENTS

Service code 37 · EIN 04-2647786

Loan Processing

$28,442

CLIFTONLARSONALLEN LLP4 years

Service code 10 · EIN 41-0746749

Accounting

$14,490

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 60

Sub-TA Fees

ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION 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