Retirement plan

ACTION GYPSUM SUPPLY, LP 401(K) PLAN

Name: ACTION GYPSUM SUPPLY, LP - ACTION GYPSUM SUPPLY, LP 401(K) PLAN (2021) Form 5500
Creator: ACTION GYPSUM SUPPLY, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTION GYPSUM SUPPLY, LP 401(K) PLAN, ACTION GYPSUM SUPPLY, LP

ACTION GYPSUM SUPPLY, LPEIN 41-2089864Plan #001PY 2021

PO BOX 40010, 9635 WEST LITTLE YORK RD. - HOUSTON, TX 77040713-849-8618actiongypsum.comLinkedIn51-200 employeesbuilding materials

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$7.3M

+31.0% from 2020

Total participants

510

+11.1% from 2020

Average account balance

$35,486

+13.7% from 2020

Annual return

16.60%

+3.49 pp from 2020

Benchmarks

See 2,347 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,347 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.91M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

277

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.

36.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$259

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 4 by compensation

Provider	Service type	Compensation
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754	Recordkeeping	$16,993
RESOURCES INVESTMENT ADVISORS LLC1 year Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211	Advisory (Plan)	$10,153
BB&T3 years Service code 50 · EIN 56-1368984	Direct Payment	$350
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603	Advisory (Plan)	$17

Plan features & details

Pension benefit codes2E3D2G2J2K2F2T

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$33K

$71 / participant

Investment mgmt$10K30.4%
Contract admin$17K51.8%
Other / not subdivided$6K17.8%

% of EOY assets

0.460%

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: CALVETTI FERGUSON,LLC
Auditor EIN: 134255527
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,486

$185,342-80.9%

$111,308-68.1%

$86,821-59.1%

Participation rate

35.5%

81.0%-45.5pp

77.3%-41.8pp

72.3%-36.8pp

Annual return

16.60%

500.80%-484.2pp

54.67%-38.1pp

97.94%-81.3pp

Employer contribution / active EE

$1,047

$2,246-53.4%

$2,732-61.7%

$2,406-56.5%

Participant deferral / active EE

$1,771

$4,458-60.3%

$4,487-60.5%

$4,132-57.1%

Admin fee / account holder

$163

$255-36.1%

$7,965-97.9%

$170-3.7%

Provider

Service type

Compensation

ASCENSUS LLC1 year

Service code 15 · EIN 11-3665754

Recordkeeping

$16,993

RESOURCES INVESTMENT ADVISORS LLC1 year

Filed as: RESOURCES INVESTMENT ADVISORS.

Service code 27

4860 COLLEGE BLVD · OVERLAND PARK, KS 66211

Advisory (Plan)

$10,153

BB&T3 years

Service code 50 · EIN 56-1368984

Direct Payment

$350

NEXTCAPITAL GROUP, INC.1 year

Service code 27

104 S. MICHIGAN AVE. · CHICAGO, IL 60603

Advisory (Plan)

$17

ACTION GYPSUM SUPPLY, LP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTION GYPSUM SUPPLY, LP 401(K) 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