Retirement plan

TRUE SCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN

Name: TRUE SCRIPTS MANAGEMENT SERVICES, LLC - TRUE SCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN (2015) Form 5500
Creator: TRUE SCRIPTS MANAGEMENT SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUE SCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN, TRUE SCRIPTS MANAGEMENT SERVICES, LLC

TRUE SCRIPTS MANAGEMENT SERVICES, LLCEIN 46-4334244Plan #001PY 2015

513 E SOUTH ST., PO BOX 921 - WASHINGTON, IN 47501812-257-1955truescripts.comLinkedIn51-200 employeespharmaceuticals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$750K

No prior year

Total participants

No prior year

Average account balance

$75,044

No prior year

Annual return

3.22%

No prior year

Benchmarks

See 15,269 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort15,269 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.85M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

188

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$151

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

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 codes2G2E2J3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$134 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.197%

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

$75,044

$82,630-9.2%

$64,105+17.1%

$125,389-40.2%

Participation rate

90.9%

75.9%+15.1pp

68.2%+22.7pp

83.2%+7.7pp

Annual return

3.22%

1489.72%-1486.5pp

791.24%-788.0pp

282.24%-279.0pp

Employer contribution / active EE

$3,380

$2,671+26.5%

$1,820+85.7%

$4,866-30.5%

Participant deferral / active EE

$3,949

$3,608+9.4%

$2,822+39.9%

$5,352-26.2%

Admin fee / account holder

$148

$6,382-97.7%

$4,499-96.7%

$9,541-98.5%

TRUE SCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUE SCRIPTS MANAGEMENT SERVICES, LLC 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