Retirement plan

D2 INGREDIENTS, LP RETIREMENT SAVINGS PLAN AND TRUST

Name: D2 INGREDIENTS, LP - D2 INGREDIENTS, LP RETIREMENT SAVINGS PLAN AND TRUST (2023) Form 5500
Creator: D2 INGREDIENTS, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D2 INGREDIENTS, LP RETIREMENT SAVINGS PLAN AND TRUST, D2 INGREDIENTS, LP

D2 INGREDIENTS, LPEIN 47-4253196Plan #001PY 2023

1244 ENTERPRISE DRIVE - DE PERE, WI 54115920-425-8870d2ingredients.comLinkedIn1-10 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+6.2% from 2022

Total participants

-38.9% from 2022

Average account balance

$127,543

+41.6% from 2022

Annual return

14.12%

+23.66 pp from 2022

Benchmarks

See 4,362 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,362 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

53.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20696

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$154K

$19294 / participant

Other / not subdivided$154K100.0%

% of EOY assets

13.446%

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

$127,543

$95,664+33.3%

$76,902+65.9%

$139,487-8.6%

Participation rate

75.0%

74.0%+1.0pp

69.6%+5.4pp

80.3%-5.3pp

Annual return

14.12%

55.03%-40.9pp

37.91%-23.8pp

373.84%-359.7pp

Employer contribution / active EE

$3,147-100.0%

$2,534-100.0%

$4,755-100.0%

Participant deferral / active EE

$7,538

$4,626+62.9%

$3,833+96.6%

$6,713+12.3%

Admin fee / account holder

$17,150

$8,311+106.4%

$5,479+213.0%

$11,407+50.3%

D2 INGREDIENTS, LP RETIREMENT SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D2 INGREDIENTS, LP RETIREMENT SAVINGS PLAN AND TRUST

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