Retirement plan

SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: SCOT HELLER TRUCKING COMPANY, INC. - SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: SCOT HELLER TRUCKING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING PLAN, SCOT HELLER TRUCKING COMPANY, INC.

SCOT HELLER TRUCKING COMPANY, INC.EIN 48-1253169Plan #001PY 2015

2845 SOUTHWEST BLVD. - KANSAS CITY, MO 64108816-931-0533scothellertrucking.comLinkedIn51-200 employeespackage/freight delivery

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$932K

No prior year

Total participants

No prior year

Average account balance

$19,824

No prior year

Annual return

-6.08%

No prior year

Benchmarks

See 3,171 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,171 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.19M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

76.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$345K

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

+12.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2688

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$62K

$1729 / participant

Other / not subdivided$62K100.0%

% of EOY assets

6.679%

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

$19,824

$44,850-55.8%

$60,547-67.3%

$59,633-66.8%

Participation rate

86.1%

59.5%+26.6pp

68.0%+18.1pp

68.7%+17.4pp

Annual return

-6.08%

1074.14%-1080.2pp

335.64%-341.7pp

2041.45%-2047.5pp

Employer contribution / active EE

$1,546

$1,462+5.8%

$2,419-36.1%

$2,203-29.8%

Participant deferral / active EE

$2,859

$2,230+28.2%

$3,328-14.1%

$3,192-10.4%

Admin fee / account holder

$1,324

$3,635-63.6%

$4,536-70.8%

$4,297-69.2%

SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOT HELLER TRUCKING COMPANY, INC. 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