Retirement plan

CAR-ANTH MANUFACTURING, INC. 401K PROFIT SHARING PLAN

Name: CAR-ANTH MANUFACTURING,INC. - CAR-ANTH MANUFACTURING, INC. 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: CAR-ANTH MANUFACTURING,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAR-ANTH MANUFACTURING, INC. 401K PROFIT SHARING PLAN, CAR-ANTH MANUFACTURING,INC.

CAR-ANTH MANUFACTURING,INC.dba NC.EIN 43-1598508Plan #001PY 2019

4204 MIAMI STREET - ST. LOUIS, MO 631162618314-353-1234car-anth.comLinkedIn11-50 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+21.5% from 2018

Total participants

0.0% from 2018

Average account balance

$201,765

+28.3% from 2018

Annual return

18.52%

+24.85 pp from 2018

Benchmarks

See 21,381 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,381 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

104.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95099

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 codes2E2F2G2J3D

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.
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

$20K

$1051 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.550%

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

$201,765

$103,387+95.2%

$87,102+131.6%

$152,885+32.0%

Participation rate

89.5%

79.4%+10.1pp

76.9%+12.6pp

82.5%+7.0pp

Annual return

18.52%

28.10%-9.6pp

28.19%-9.7pp

345.39%-326.9pp

Employer contribution / active EE

$1,840

$3,221-42.9%

$2,521-27.0%

$4,763-61.4%

Participant deferral / active EE

$3,775

$4,778-21.0%

$4,048-6.7%

$5,851-35.5%

Admin fee / account holder

$1,109

$12,193-90.9%

$7,491-85.2%

$11,598-90.4%

CAR-ANTH MANUFACTURING, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAR-ANTH MANUFACTURING, 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