Retirement plan

TRENTON MILL FARMS PROFIT SHARING PLAN

Name: TRENTON MILL FARMS, INC. - TRENTON MILL FARMS PROFIT SHARING PLAN (2018) Form 5500
Creator: TRENTON MILL FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRENTON MILL FARMS PROFIT SHARING PLAN, TRENTON MILL FARMS, INC.

TRENTON MILL FARMS, INC.EIN 52-1246742Plan #001PY 2018

4942 TRENTON MILL ROAD - UPPERCO, MD 211559363410-239-3226

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$549K

-22.8% from 2017

Total participants

0.0% from 2017

Average account balance

$60,983

-22.8% from 2017

Annual return

2.24%

-2.24 pp from 2017

Benchmarks

See 5,138 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,138 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$413K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

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

+3.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1627

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 codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$230K

$46091 / participant

Other / not subdivided$230K100.0%

% of EOY assets

41.988%

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

$60,983

$127,100-52.0%

$105,738-42.3%

$135,379-55.0%

Participation rate

100.0%

82.7%+17.3pp

76.3%+23.7pp

82.6%+17.4pp

Annual return

2.24%

4.49%-2.3pp

6.27%-4.0pp

519.79%-517.5pp

Employer contribution / active EE

$10,560

$4,107+157.1%

$3,268+223.1%

$4,779+121.0%

Participant deferral / active EE

$5,064-100.0%

$4,080-100.0%

$5,609-100.0%

Admin fee / account holder

$25,606

$9,087+181.8%

$6,913+270.4%

$10,828+136.5%

TRENTON MILL FARMS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRENTON MILL FARMS 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