Retirement plan

TWD SCIENTIFIC, LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: TWD SCIENTIFIC, LLC - TWD SCIENTIFIC, LLC 401(K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: TWD SCIENTIFIC, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TWD SCIENTIFIC, LLC 401(K) PROFIT SHARING PLAN & TRUST, TWD SCIENTIFIC, LLC

TWD SCIENTIFIC, LLCEIN 47-4352180Plan #001PY 2022

10555 86TH AVENUE - PLEASANT PRAIRIE, WI 53158262-605-3261

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$493K

-78.0% from 2021

Total participants

0.0% from 2021

Average account balance

$123,242

-78.0% from 2021

Annual return

-6.94%

-16.67 pp from 2021

Benchmarks

See 22,362 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,362 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$912K

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+7.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1863

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

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

$1.7M

$433751 / participant

Other / not subdivided$2M100.0%

% of EOY assets

351.951%

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

$123,242

$100,811+22.2%

$86,698+42.2%

$134,545-8.4%

Participation rate

100.0%

79.0%+21.0pp

76.6%+23.4pp

81.2%+18.8pp

Annual return

-6.94%

29.11%-36.1pp

35.96%-42.9pp

418.37%-425.3pp

Employer contribution / active EE

$10,707

$3,490+206.8%

$2,837+277.4%

$4,742+125.8%

Participant deferral / active EE

$23,750

$5,339+344.8%

$4,656+410.1%

$6,401+271.0%

Admin fee / account holder

$433,751

$10,926+3869.8%

$7,492+5689.6%

$11,431+3694.6%

TWD SCIENTIFIC, LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TWD SCIENTIFIC, LLC 401(K) PROFIT SHARING PLAN & 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