Retirement plan

WUNDERLICH FIBRE BOX MFG. CO. PSP & TRUST

Name: WUNDERLICH FIBRE BOX MFG. CO. - WUNDERLICH FIBRE BOX MFG. CO. PSP & TRUST (2023) Form 5500
Creator: WUNDERLICH FIBRE BOX MFG. CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WUNDERLICH FIBRE BOX MFG. CO. PSP & TRUST, WUNDERLICH FIBRE BOX MFG. CO.

WUNDERLICH FIBRE BOX MFG. CO.EIN 43-0636818Plan #002PY 2023

821 CLINTON STREET - ST. LOUIS, MO 63102314-231-1488wfbco.comLinkedIn51-200 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.7M

+10.4% from 2022

Total participants

+8.7% from 2022

Average account balance

$346,682

+1.5% from 2022

Annual return

10.64%

+26.92 pp from 2022

Benchmarks

See 8,682 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,682 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.38M

Not enough data

1 years with asset history on file

Average account balance

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

$474K

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.

104.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$404K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13244

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 codes2E3D2G2J2F2T3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$378K

$18021 / participant

Other / not subdivided$378K100.0%

% of EOY assets

4.366%

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

$346,682

$118,488+192.6%

$98,462+252.1%

$139,487+148.5%

Participation rate

100.0%

77.5%+22.5pp

75.2%+24.8pp

80.3%+19.7pp

Annual return

10.64%

18.96%-8.3pp

21.17%-10.5pp

373.84%-363.2pp

Employer contribution / active EE

$11,442

$3,611+216.9%

$3,049+275.3%

$4,755+140.6%

Participant deferral / active EE

$5,311

$5,393-1.5%

$4,738+12.1%

$6,713-20.9%

Admin fee / account holder

$15,137

$13,868+9.1%

$8,875+70.6%

$11,407+32.7%

WUNDERLICH FIBRE BOX MFG. CO. PSP & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WUNDERLICH FIBRE BOX MFG. CO. PSP & TRUST

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