Retirement plan

THE FIESTA TABLEWARE COMPANY AND THE UNITED STEEL, AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIE SERVICE WORKERS INTL UNION LOCAL 419M

Name: THE FIESTA TABLEWARE COMPANY - THE FIESTA TABLEWARE COMPANY AND THE UNITED STEEL, AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIE SERVICE WORKERS INTL UNION LOCAL 419M (2024) Form 5500
Creator: THE FIESTA TABLEWARE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE FIESTA TABLEWARE COMPANY AND THE UNITED STEEL, AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIE SERVICE WORKERS INTL UNION LOCAL 419M, THE FIESTA TABLEWARE COMPANY

THE FIESTA TABLEWARE COMPANYEIN 55-0215070Plan #001PY 2024

672 FIESTA DRIVE - NEWELL, WV 260501077304-387-1300fiestafactorydirect.comLinkedIn501-1000 employeesretail

Other plans on this EIN

2 filings

#002Retirement-$23.4M assets #003Retirement-$12.6M assets

Prospect flagsLow returnsLow participationLow assets / participantLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$8.1M

-3.2% from 2023

Total participants

819

+175.8% from 2023

Average account balance

$29,794

+5.3% from 2023

Annual return

8.38%

-2.65 pp from 2023

Benchmarks

See 1,160 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,160 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.13M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

273

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.

27.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$212K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$280

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

+8.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$256

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
SCHNEIDER DOWNS & CO., INC.10+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416	Advisory (Participants)	$37,657
SCHNEIDER DOWNS RET. SOLUTIONS5 years Filed as: SCHNEIDER DOWNS RETIREMENT SOLUTION Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416	Recordkeeping	$26,683
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105	Securities Custodian	$5,648
PACKER THOMAS10+ years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406	Accounting	$0

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

5 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.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$70K

$93 / participant

Recordkeeping$27K38.1%
Investment mgmt$38K53.8%
Contract admin$6K8.1%

% of EOY assets

0.860%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PACKER THOMAS
Auditor EIN: 341667340
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,794

$92,076-67.6%

$105,607-71.8%

$77,736-61.7%

Participation rate

27.7%

81.0%-53.3pp

75.3%-47.6pp

70.6%-42.9pp

Annual return

8.38%

17.84%-9.5pp

116.11%-107.7pp

31.26%-22.9pp

Employer contribution / active EE

$260

$3,370-92.3%

$3,167-91.8%

$2,728-90.5%

Participant deferral / active EE

$20

$5,390-99.6%

$5,011-99.6%

$4,651-99.6%

Admin fee / account holder

$256

$219+17.1%

$10,958-97.7%

$433-40.8%

Provider

Service type

Compensation

SCHNEIDER DOWNS & CO., INC.10+ years

Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV.

Service code 26 · EIN 25-1857157

ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416

Advisory (Participants)

$37,657

SCHNEIDER DOWNS RET. SOLUTIONS5 years

Filed as: SCHNEIDER DOWNS RETIREMENT SOLUTION

Service code 15 · EIN 47-3764076

ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416

Recordkeeping

$26,683

CHARLES SCHWAB & CO., INC.8 years

Filed as: CHARLES SCHWAB TRUST COMPANY

Service code 19 · EIN 42-1558009

215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105

Securities Custodian

$5,648

PACKER THOMAS10+ years

Service code 10 · EIN 34-1667340

6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406

Accounting

THE FIESTA TABLEWARE COMPANY AND THE UNITED STEEL, AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIE SERVICE WORKERS INTL UNION LOCAL 419M

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE FIESTA TABLEWARE COMPANY AND THE UNITED STEEL, AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIE SERVICE WORKERS INTL UNION LOCAL 419M

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