Retirement plan

AMF BOWLING CENTERS, INC. 401(K) RETIREMENT PLAN

Name: AMF BOWLING CENTERS, INC. - AMF BOWLING CENTERS, INC. 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: AMF BOWLING CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMF BOWLING CENTERS, INC. 401(K) RETIREMENT PLAN, AMF BOWLING CENTERS, INC.

AMF BOWLING CENTERS, INC.EIN 54-1221662Plan #001PY 2024

7313 BELL CREEK ROAD - MECHANICSVILLE, VA 23111804-730-4000

Prospect flagsLow participationLow employer contributionLow participant contribution

Top hat statement on fileNQDC

Filed September 17, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$48.9M

+14.2% from 2023

Total participants

7,697

+1.7% from 2023

Average account balance

$39,182

+13.3% from 2023

Annual return

13.38%

-4.25 pp from 2023

Benchmarks

See 1,220 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort1,220 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$48.86M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

1,247

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.

12.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$528

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$191

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

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$119,873
MERRILL LYNCH PIERCE FENNER & SMITH6 years Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534	Advisory (Plan)	$52,330
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$45,915
PBMARES, LLP10+ years Filed as: PBMARES LLP Service code 10 701 TOWN CENTER DR STE 900 · NEWPORT NEWS, VA 23606	Accounting	$18,949
WINSTON & STRAWN LLP2 years Service code 99 101 CALIFORNIA STREET, 39TH FLOOR · SAN FRANCISCO, CA 941115802	Other Fees	$1,300

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$238K

$32 / participant

Recordkeeping$120K50.3%
Investment mgmt$98K41.2%
Other / not subdivided$20K8.5%

% of EOY assets

0.488%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PBMARES, LLP
Auditor EIN: 540737372
Audit fees: $18,949
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,182

$99,062-60.4%

$129,207-69.7%

$99,062-60.4%

Participation rate

12.1%

71.6%-59.5pp

69.6%-57.5pp

71.6%-59.5pp

Annual return

13.38%

17.66%-4.3pp

9417.33%-9403.9pp

17.66%-4.3pp

Employer contribution / active EE

$3,262-100.0%

$4,153-100.0%

$3,262-100.0%

Participant deferral / active EE

$528

$5,331-90.1%

$4,168-87.3%

$5,331-90.1%

Admin fee / account holder

$191

$109+75.4%

$7,715-97.5%

$109+75.4%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$119,873

MERRILL LYNCH PIERCE FENNER & SMITH6 years

Service code 27

1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534

Advisory (Plan)

$52,330

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$45,915

PBMARES, LLP10+ years

Filed as: PBMARES LLP

Service code 10

701 TOWN CENTER DR STE 900 · NEWPORT NEWS, VA 23606

Accounting

$18,949

WINSTON & STRAWN LLP2 years

Service code 99

101 CALIFORNIA STREET, 39TH FLOOR · SAN FRANCISCO, CA 941115802

Other Fees

$1,300

AMF BOWLING CENTERS, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMF BOWLING CENTERS, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

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