Retirement plan

SCHMIDT BUILDING AND EQUIPMENT 401(K) PLAN

Name: SCHMIDT BUILDING AND EQUIPMENT, LLC - SCHMIDT BUILDING AND EQUIPMENT 401(K) PLAN (2019) Form 5500
Creator: SCHMIDT BUILDING AND EQUIPMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHMIDT BUILDING AND EQUIPMENT 401(K) PLAN, SCHMIDT BUILDING AND EQUIPMENT, LLC

SCHMIDT BUILDING AND EQUIPMENT, LLCEIN 46-5495791Plan #001PY 2019

107 W MAIN ST - LITTLE CHUTE, WI 54140920-766-4622LinkedIn11-50 employeessupermarkets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$435K

+53.2% from 2018

Total participants

+5.0% from 2018

Average account balance

$24,176

+44.7% from 2018

Annual return

23.79%

+31.82 pp from 2018

Benchmarks

See 22,306 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,306 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$790K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8995

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 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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$350

$22 / participant

Other / not subdivided$350100.0%

% of EOY assets

0.080%

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

$24,176

$152,612-84.2%

$125,192-80.7%

$152,897-84.2%

Participation rate

81.3%

83.3%-2.1pp

79.8%+1.5pp

82.5%-1.2pp

Annual return

23.79%

54.85%-31.1pp

43.79%-20.0pp

345.43%-321.6pp

Employer contribution / active EE

$2,015

$4,947-59.3%

$3,866-47.9%

$4,764-57.7%

Participant deferral / active EE

$3,202

$5,868-45.4%

$4,937-35.1%

$5,851-45.3%

Admin fee / account holder

$19

$13,437-99.9%

$9,704-99.8%

$11,599-99.8%

SCHMIDT BUILDING AND EQUIPMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHMIDT BUILDING AND EQUIPMENT 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