Retirement plan

D & G TRANSPORTATION 401(K) PROFIT SHARING PLAN

Name: D & G TRANSPORTATION, LLC - D & G TRANSPORTATION 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: D & G TRANSPORTATION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D & G TRANSPORTATION 401(K) PROFIT SHARING PLAN, D & G TRANSPORTATION, LLC

D & G TRANSPORTATION, LLCEIN 47-2637105Plan #002PY 2019

1529 W STATE STREET - ONTARIO, CA 91762909-355-5531

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+3.4% from 2018

Total participants

0.0% from 2018

Average account balance

$695,022

+3.4% from 2018

Annual return

3.42%

+1.07 pp from 2018

Benchmarks

See 6,730 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,730 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$697K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$384

$128 / participant

Other / not subdivided$384100.0%

% of EOY assets

0.018%

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

$695,022

$96,508+620.2%

$75,901+815.7%

$152,897+354.6%

Participation rate

100.0%

76.2%+23.8pp

69.3%+30.7pp

82.5%+17.5pp

Annual return

3.42%

33.99%-30.6pp

30.76%-27.3pp

345.43%-342.0pp

Employer contribution / active EE

$3,310-100.0%

$2,501-100.0%

$4,764-100.0%

Participant deferral / active EE

$4,554-100.0%

$3,603-100.0%

$5,851-100.0%

Admin fee / account holder

$128

$8,081-98.4%

$5,420-97.6%

$11,599-98.9%

D & G TRANSPORTATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D & G TRANSPORTATION 401(K) PROFIT SHARING 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