Retirement plan

ECMS EXPRESS, INC. RETIREMENT PLAN

Name: ECMS EXPRESS, INC. - ECMS EXPRESS, INC. RETIREMENT PLAN (2022) Form 5500
Creator: ECMS EXPRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECMS EXPRESS, INC. RETIREMENT PLAN, ECMS EXPRESS, INC.

ECMS EXPRESS, INC.EIN 46-3944977Plan #001PY 2022

17651 RAILROAD ST. - CITY OF INDUSTRY, CA 91748626-800-8824ecmsglobal.comLinkedIn201-500 employeeslogistics and supply chain

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$208K

+360.1% from 2021

Total participants

+26.5% from 2021

Average account balance

$5,336

+230.3% from 2021

Annual return

-33.42%

-33.42 pp from 2021

Benchmarks

See 1,021 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,021 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$251K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+46.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1981

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$159 / participant

Other / not subdivided$6K100.0%

% of EOY assets

2.745%

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

$5,336

$25,979-79.5%

$71,755-92.6%

$68,486-92.2%

Participation rate

88.9%

54.5%+34.4pp

62.3%+26.6pp

67.9%+21.0pp

Annual return

-33.42%

-15.10%-18.3pp

9.09%-42.5pp

-7.85%-25.6pp

Employer contribution / active EE

$1,814

$900+101.5%

$1,704+6.5%

$2,597-30.1%

Participant deferral / active EE

$3,199

$1,522+110.2%

$2,656+20.5%

$4,028-20.6%

Admin fee / account holder

$146

$2,022-92.8%

$3,972-96.3%

$5,404-97.3%

ECMS EXPRESS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ECMS EXPRESS, INC. RETIREMENT 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