Retirement plan

BROWN TRUCK LEASING CORPORATION DEFINED CONTRIBUTION PROFIT SHARING & 401(K) SAVINGS PLAN

Name: BROWN TRUCK LEASING CORPORATION - BROWN TRUCK LEASING CORPORATION DEFINED CONTRIBUTION PROFIT SHARING & 401(K) SAVINGS PLAN (2018) Form 5500
Creator: BROWN TRUCK LEASING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWN TRUCK LEASING CORPORATION DEFINED CONTRIBUTION PROFIT SHARING & 401(K) SAVINGS PLAN, BROWN TRUCK LEASING CORPORATION

BROWN TRUCK LEASING CORPORATIONEIN 42-0636827Plan #002PY 2018

11229 AURORA AVENUE - URBANDALE, IA 50322515-265-9951

Other plans on this EIN

1 filing

#001Retirement-$5.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$912K

+20.0% from 2017

Total participants

0.0% from 2017

Average account balance

$70,146

+29.3% from 2017

Annual return

12.47%

-2.19 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+17.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$908

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

$21K

$2059 / participant

Other / not subdivided$21K100.0%

% of EOY assets

2.258%

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

$70,146

$85,790-18.2%

$67,313+4.2%

$135,380-48.2%

Participation rate

90.0%

76.5%+13.5pp

69.1%+20.9pp

82.6%+7.4pp

Annual return

12.47%

-0.54%+13.0pp

-4.08%+16.6pp

519.81%-507.3pp

Employer contribution / active EE

$5,780

$3,487+65.7%

$2,566+125.3%

$4,779+20.9%

Participant deferral / active EE

$1,153

$4,651-75.2%

$3,568-67.7%

$5,609-79.4%

Admin fee / account holder

$1,584

$6,392-75.2%

$4,507-64.9%

$10,828-85.4%

BROWN TRUCK LEASING CORPORATION DEFINED CONTRIBUTION PROFIT SHARING & 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWN TRUCK LEASING CORPORATION DEFINED CONTRIBUTION PROFIT SHARING & 401(K) SAVINGS 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