Retirement plan

GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Name: GREENE, TWEED & CO., INC. - GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN (2015) Form 5500
Creator: GREENE, TWEED & CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN, GREENE, TWEED & CO., INC.

GREENE, TWEED & CO., INC.EIN 46-4212973Plan #004PY 2015

2075 DETWILER ROAD, P.O. BOX 305 - KULPSVILLE, PA 19443215-256-9521gtweed.comLinkedIn1001-5000 employeesconsumer goods

Other plans on this EIN

1 filing

#003Retirement-$18.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.1M

No prior year

Total participants

472

No prior year

Average account balance

$60,385

No prior year

Annual return

2.14%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.15M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

403

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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 3 by compensation

Provider	Service type	Compensation
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749	Accounting	$11,975
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0222246	Recordkeeping	$7,671
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685	Recordkeeping	$2,028

Plan features & details

Pension benefit codes2E2J2K2G2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$51 / participant

Contract admin$10K44.7%
Other / not subdivided$12K55.3%

% of EOY assets

0.094%

all-in expense ratio

Categories reported

1 / 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: CLIFTONLARSONALLEN, LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,385

$72,770-17.0%

$67,652-10.7%

$55,191+9.4%

Participation rate

79.2%

78.8%+0.4pp

75.7%+3.5pp

69.2%+10.0pp

Annual return

2.14%

-3.26%+5.4pp

6625.40%-6623.3pp

10.78%-8.6pp

Employer contribution / active EE

$1,223

$1,769-30.8%

$2,266-46.0%

$1,899-35.6%

Participant deferral / active EE

$3,257

$3,408-4.4%

$3,560-8.5%

$3,046+6.9%

Admin fee / account holder

$57

$79-28.2%

$4,821-98.8%

$91-37.7%

Provider

Service type

Compensation

CLIFTONLARSONALLEN LLP1+ years

Filed as: CLIFTONLARSONALLEN, LLP

Service code 10 · EIN 41-0746749

Accounting

$11,975

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS

Service code 15 · EIN 01-0222246

Recordkeeping

$7,671

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT

Service code 15 · EIN 52-2206685

Recordkeeping

$2,028

GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS 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