Retirement plan

ACTION LANDSCAPING, INC. 401K PROFIT SHARING PLAN

Name: ACTION LANDSCAPING, INC. - ACTION LANDSCAPING, INC. 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: ACTION LANDSCAPING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTION LANDSCAPING, INC. 401K PROFIT SHARING PLAN, ACTION LANDSCAPING, INC.

ACTION LANDSCAPING, INC.EIN 43-1349660Plan #001PY 2018

2858 SECKMAN ROAD - IMPERIAL, MO 63052636-296-7469actionlandscaping.netLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-8.9% from 2017

Total participants

-30.0% from 2017

Average account balance

$213,236

No prior year

Annual return

2.90%

-11.99 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$604K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$169K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+9.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$287K

$40974 / participant

Other / not subdivided$287K100.0%

% of EOY assets

19.215%

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

$213,236

$95,188+124.0%

$76,518+178.7%

$135,379+57.5%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

2.90%

4.85%-2.0pp

-0.27%+3.2pp

519.79%-516.9pp

Employer contribution / active EE

$5,714

$3,303+73.0%

$2,647+115.9%

$4,779+19.6%

Participant deferral / active EE

$7,714

$4,640+66.3%

$3,836+101.1%

$5,609+37.5%

Admin fee / account holder

$40,974

$6,249+555.7%

$4,849+745.1%

$10,828+278.4%

ACTION LANDSCAPING, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTION LANDSCAPING, INC. 401K PROFIT SHARING 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