Retirement plan

C & E SERVICES, INC. UNION 401(K) PLAN

Name: C & E SERVICES, INC. - C & E SERVICES, INC. UNION 401(K) PLAN (2024) Form 5500
Creator: C & E SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C & E SERVICES, INC. UNION 401(K) PLAN, C & E SERVICES, INC.

C & E SERVICES, INC.EIN 54-1305228Plan #002PY 2024

1950 OLD GALLOWS ROAD SUITE 770 - VIENNA, VA 22182703-506-1960chemengineering.comLinkedIn51-200 employeeschemicals

Other plans on this EIN

2 filings

#001Retirement-$8.3M assets #003Retirement-$52K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-4.8% from 2023

Total participants

-6.7% from 2023

Average account balance

$85,460

+2.5% from 2023

Annual return

10.67%

-0.75 pp from 2023

Benchmarks

See 8,599 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,599 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19333

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$251K

$19333 / participant

Other / not subdivided$251K100.0%

% of EOY assets

22.623%

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

$85,460

$125,190-31.7%

$105,624-19.1%

$145,897-41.4%

Participation rate

92.3%

77.6%+14.7pp

75.3%+17.0pp

80.3%+12.0pp

Annual return

10.67%

225.22%-214.6pp

116.20%-105.5pp

552.29%-541.6pp

Employer contribution / active EE

$2,242

$3,720-39.7%

$3,168-29.2%

$4,663-51.9%

Participant deferral / active EE

$3,155

$5,716-44.8%

$5,013-37.1%

$6,689-52.8%

Admin fee / account holder

$19,333

$17,138+12.8%

$10,961+76.4%

$13,390+44.4%

C & E SERVICES, INC. UNION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C & E SERVICES, INC. UNION 401(K) 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