Retirement plan

CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN

Name: BULL MOOSE TUBE COMPANY - CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN (2023) Form 5500
Creator: BULL MOOSE TUBE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN, BULL MOOSE TUBE COMPANY

BULL MOOSE TUBE COMPANYEIN 43-1518352Plan #065PY 2023

1819 CLARKSON ROAD, SUITE 100 - CHESTERFIELD, MO 63017636-537-2600bullmoosetube.comLinkedIn501-1000 employeesbuilding materials

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed March 27, 2015

Plan administrator

Plan administrator name— Sign in and upgrade to view

1819 Clarkson Road, Ste100

Chesterfield State: MO Zip Code: 63017

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Plans declared (1)

Bull Moose Industries Long Term Incentive Plan8 emp

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Total assets (EOY)

$32.6M

+12.8% from 2022

Total participants

413

+24.4% from 2022

Average account balance

$85,218

-6.7% from 2022

Annual return

19.46%

+36.58 pp from 2022

Benchmarks

See 2,422 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,422 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.96M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

416

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$139

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Service code 37 · EIN 04-2647786	Loan Processing	$40,957
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$9,279

Plan features & details

Pension benefit codes3H2E2F2G2J3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$50K

$171 / participant

Recordkeeping$41K81.4%
Investment mgmt$9K18.6%

% of EOY assets

0.153%

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: ARMANINO LLP
Auditor EIN: 946214841
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,218

$99,201-14.1%

$96,544-11.7%

$74,473+14.4%

Participation rate

89.4%

80.7%+8.7pp

76.0%+13.4pp

70.7%+18.6pp

Annual return

19.46%

22.40%-2.9pp

25.88%-6.4pp

34.36%-14.9pp

Employer contribution / active EE

$3,479

$2,570+35.4%

$2,966+17.3%

$2,638+31.9%

Participant deferral / active EE

$5,849

$4,938+18.5%

$4,851+20.6%

$4,530+29.1%

Admin fee / account holder

$131

$225-41.9%

$8,254-98.4%

$347-62.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Service code 37 · EIN 04-2647786

Loan Processing

$40,957

STRATEGIC ADVISORS, INC.7+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$9,279

CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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