Retirement plan

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

Name: TWD SCIENTIFIC, LLC - TWD SCIENTIFIC, LLC 401(K) PROFIT SHARING PLAN & TRUST (2023) 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 2023

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$704K

+42.9% from 2022

Total participants

0.0% from 2022

Average account balance

$176,097

+42.9% from 2022

Annual return

12.66%

+19.60 pp from 2022

Benchmarks

See 22,643 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,643 peers

Snapshot2023

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

$5K

$1242 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.705%

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

$176,097

$110,212+59.8%

$96,534+82.4%

$139,466+26.3%

Participation rate

100.0%

78.1%+21.9pp

76.0%+24.0pp

80.3%+19.7pp

Annual return

12.66%

26.42%-13.8pp

25.88%-13.2pp

373.66%-361.0pp

Employer contribution / active EE

$11,005

$3,620+204.0%

$2,965+271.1%

$4,754+131.5%

Participant deferral / active EE

$26,250

$5,547+373.2%

$4,851+441.1%

$6,712+291.1%

Admin fee / account holder

$1,242

$11,599-89.3%

$8,253-85.0%

$11,409-89.1%

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