Retirement plan

MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: MINIAT HOLDINGS LLC - MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: MINIAT HOLDINGS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST, MINIAT HOLDINGS LLC

MINIAT HOLDINGS LLCEIN 46-3958921Plan #003PY 2019

16250 S. VINCENNES AVE. - SOUTH HOLLAND, IL 60473708-589-2400miniatholdings.comLinkedIn501-1000 employeesfood production

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$38.4M

+18.7% from 2018

Total participants

203

+10.3% from 2018

Average account balance

$203,101

+9.3% from 2018

Annual return

23.55%

+28.72 pp from 2018

Benchmarks

See 966 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort966 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$47.53M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

228

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.

95.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.29M

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

+15.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$373

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930	Recordkeeping	$11,047

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$10K

$59 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.027%

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: CASSELL PLAN AUDITS, INC.
Auditor EIN: 462966358
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$203,101

$50,666+300.9%

$76,657+164.9%

$65,185+211.6%

Participation rate

92.1%

68.8%+23.3pp

72.1%+20.0pp

70.2%+21.9pp

Annual return

23.55%

28.51%-5.0pp

1166.74%-1143.2pp

29.38%-5.8pp

Employer contribution / active EE

$9,833

$1,575+524.4%

$2,303+327.0%

$2,177+351.7%

Participant deferral / active EE

$5,165

$2,647+95.1%

$3,335+54.8%

$3,514+47.0%

Admin fee / account holder

$55

$463-88.1%

$6,423-99.1%

$847-93.5%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$11,047

MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

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