Retirement plan

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN

Name: CAMBRIDGE BRANDS, INC. - CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN (2015) Form 5500
Creator: CAMBRIDGE BRANDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN, CAMBRIDGE BRANDS, INC.

CAMBRIDGE BRANDS, INC.EIN 39-3909175Plan #001PY 2015

7401 S. CICERO AVENUE - CHICAGO, IL 60629773-838-3431

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.2M

No prior year

Total participants

192

No prior year

Average account balance

$78,826

No prior year

Annual return

2.19%

No prior year

Benchmarks

See 834 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort834 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.27M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

243

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

$1.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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

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 codes2E2F2G2J3D

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

0 tripped

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

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SASSETTI LLC
Auditor EIN: 362239746
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,826

$43,550+81.0%

$63,244+24.6%

$52,331+50.6%

Participation rate

92.8%

65.7%+27.1pp

71.0%+21.8pp

68.1%+24.7pp

Annual return

2.19%

2.03%+0.2pp

-70.31%+72.5pp

4.54%-2.4pp

Employer contribution / active EE

$3,697

$1,351+173.6%

$2,322+59.2%

$1,882+96.5%

Participant deferral / active EE

$3,245

$2,254+44.0%

$2,953+9.9%

$3,022+7.4%

Admin fee / account holder

$387-100.0%

$5,893-100.0%

$592-100.0%

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion