Retirement plan

TRUESCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN

Name: TRUESCRIPTS MANAGEMENT SERVICES, LLC - TRUESCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN (2019) Form 5500
Creator: TRUESCRIPTS MANAGEMENT SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUESCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN, TRUESCRIPTS MANAGEMENT SERVICES, LLC

TRUESCRIPTS MANAGEMENT SERVICES, LLCEIN 46-4334244Plan #001PY 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.2M

+59.7% from 2018

Total participants

+45.2% from 2018

Average account balance

$53,604

+13.7% from 2018

Annual return

24.94%

-2.20 pp from 2018

Benchmarks

See 9,366 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,366 peers

Snapshot2019

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 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$29 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.050%

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

$53,604

$58,493-8.4%

$84,021-36.2%

$72,975-26.5%

Participation rate

96.3%

61.2%+35.1pp

69.0%+27.3pp

69.5%+26.8pp

Annual return

24.94%

28.93%-4.0pp

71.32%-46.4pp

81.01%-56.1pp

Employer contribution / active EE

$7,066

$1,163+507.6%

$1,984+256.2%

$2,440+189.6%

Participant deferral / active EE

$5,721

$2,394+139.0%

$3,239+76.6%

$3,608+58.6%

Admin fee / account holder

$27

$4,569-99.4%

$6,102-99.6%

$5,124-99.5%

TRUESCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUESCRIPTS 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