Retirement plan

CAPITAL TRUCKING, LLC 401(K) & PROFIT SHARING PLAN

Name: CAPITAL TRUCKING, CCL - CAPITAL TRUCKING, LLC 401(K) & PROFIT SHARING PLAN (2018) Form 5500
Creator: CAPITAL TRUCKING, CCL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL TRUCKING, LLC 401(K) & PROFIT SHARING PLAN, CAPITAL TRUCKING, CCL

CAPITAL TRUCKING, CCLEIN 45-4292535Plan #001PY 2018

PO BOX 1554 - TOPEKA, KS 666011554785-215-8161captrucking.comLinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$232K

+67.7% from 2017

Total participants

+16.7% from 2017

Average account balance

$9,687

+25.8% from 2017

Annual return

7.69%

-12.25 pp from 2017

Benchmarks

See 3,617 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,617 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

62.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$258K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+19.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1325

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 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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$160 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.853%

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

$9,687

$49,280-80.3%

$67,313-85.6%

$64,173-84.9%

Participation rate

85.2%

60.8%+24.4pp

69.1%+16.1pp

69.6%+15.6pp

Annual return

7.69%

-1.39%+9.1pp

-4.08%+11.8pp

7.63%+0.1pp

Employer contribution / active EE

$1,692

$1,668+1.4%

$2,566-34.0%

$2,381-28.9%

Participant deferral / active EE

$1,463

$2,484-41.1%

$3,568-59.0%

$3,470-57.8%

Admin fee / account holder

$180

$3,863-95.4%

$4,507-96.0%

$4,887-96.3%

CAPITAL TRUCKING, LLC 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL TRUCKING, LLC 401(K) & 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