Retirement plan

FOAM FABRICATORS INC. PROFIT SHARING & 401K PLAN

Name: FOAM FABRICATORS INC. - FOAM FABRICATORS INC. PROFIT SHARING & 401K PLAN (2015) Form 5500
Creator: FOAM FABRICATORS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOAM FABRICATORS INC. PROFIT SHARING & 401K PLAN, FOAM FABRICATORS INC.

FOAM FABRICATORS INC.EIN 43-0730823Plan #002PY 2015

8722 E SAN ALBERTO DRIVE, SUITE 200 - SCOTTSDALE, AZ 85258480-607-7330

Prospect flagsLow returnsLow employer contribution

How to read this page

Total assets (EOY)

$9.1M

No prior year

Total participants

278

No prior year

Average account balance

$33,004

No prior year

Annual return

-3.55%

No prior year

Benchmarks

See 1,069 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,069 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.37M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

825

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.

88.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.78M

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

+8.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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
401K ADVISORS INC1+ years Filed as: 401K ADVISORS INC. - ARIZONA Service code 27 4350 E. CAMBELBACK ROAD SUITE E-200 · PHOENIX, AZ 85018	Advisory (Plan)	$34,319
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670	Recordkeeping	$14,339
MATRIX TRUST COMPANY1+ years Filed as: MC TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674	Distribution (12b-1) fees; Custodial ...	$3,374
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033	Float revenue; Custodial (securities)...	$1,109

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$53K

$204 / participant

Investment mgmt$39K73.0%
Other / not subdivided$14K27.0%

% of EOY assets

0.586%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

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: WALLACE PLESE & DREHER LLP
Auditor EIN: 860841383
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,004

$62,324-47.0%

$68,509-51.8%

$55,191-40.2%

Participation rate

98.8%

78.9%+20.0pp

74.7%+24.1pp

69.2%+29.7pp

Annual return

-3.55%

4.26%-7.8pp

8.27%-11.8pp

10.78%-14.3pp

Employer contribution / active EE

$480

$2,223-78.4%

$2,278-78.9%

$1,899-74.7%

Participant deferral / active EE

$2,185

$3,425-36.2%

$3,382-35.4%

$3,046-28.3%

Admin fee / account holder

$193

$91+111.5%

$5,275-96.3%

$91+112.9%

Provider

Service type

Compensation

401K ADVISORS INC1+ years

Filed as: 401K ADVISORS INC. - ARIZONA

Service code 27

4350 E. CAMBELBACK ROAD SUITE E-200 · PHOENIX, AZ 85018

Advisory (Plan)

$34,319

MCCREADY & KEENE INC.1+ years

Filed as: MCCREADY & KEENE, INC.

Service code 15 · EIN 35-0500670

Recordkeeping

$14,339

MATRIX TRUST COMPANY1+ years

Filed as: MC TRUST CO. DBA MATRIX TRUST CO.

Service code 18 · EIN 75-3182674

Distribution (12b-1) fees; Custodial ...

$3,374

WILMINGTON TRUST1+ years

Filed as: WILMINGTON TRUST RETIREMENT

Service code 18 · EIN 51-0099033

Float revenue; Custodial (securities)...

$1,109

FOAM FABRICATORS INC. PROFIT SHARING & 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOAM FABRICATORS INC. PROFIT SHARING & 401K 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