Retirement plan

ATLAS FOODS 401(K) PLAN

Name: ATLAS INTERNATIONAL FOOD & EQUIPMENT COMPANY, INC. - ATLAS FOODS 401(K) PLAN (2015) Form 5500
Creator: ATLAS INTERNATIONAL FOOD & EQUIPMENT COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLAS FOODS 401(K) PLAN, ATLAS INTERNATIONAL FOOD & EQUIPMENT COMPANY, INC.

ATLAS INTERNATIONAL FOOD & EQUIPMENT COMPANY, INC.EIN 45-0359675Plan #001PY 2015

3330 FIECHTNER DR 204, P.O. BOX 9013 - FARGO, ND 581069013701-280-0809LinkedIn51-200 employeesrestaurants

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$574K

No prior year

Total participants

134

No prior year

Average account balance

$15,942

No prior year

Annual return

-1.33%

No prior year

Benchmarks

See 801 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants100-249

Cohort801 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

12.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$204

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$500

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

Top 1 by compensation

Provider	Service type	Compensation
BELL BANK1+ years Filed as: BELL STATE BANK & TRUST Service code 15 · EIN 45-0283315	Recordkeeping	$490

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$490

$4 / participant

Other / not subdivided$490100.0%

% of EOY assets

0.085%

all-in expense ratio

Categories reported

0 / 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: EIDE BAILLY, LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,942

$26,805-40.5%

$59,496-73.2%

$52,331-69.5%

Participation rate

25.2%

39.3%-14.1pp

54.6%-29.4pp

68.1%-42.9pp

Annual return

-1.33%

2.61%-3.9pp

182.05%-183.4pp

4.54%-5.9pp

Employer contribution / active EE

$450-100.0%

$1,153-100.0%

$1,882-100.0%

Participant deferral / active EE

$403

$916-56.1%

$1,829-78.0%

$3,022-86.7%

Admin fee / account holder

$14

$305-95.5%

$2,232-99.4%

$592-97.7%

Provider

Service type

Compensation

BELL BANK1+ years

Filed as: BELL STATE BANK & TRUST

Service code 15 · EIN 45-0283315

Recordkeeping

$490

ATLAS FOODS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLAS FOODS 401(K) 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