Retirement plan

C&O WAREHOUSING CORPORATION 401K PROFIT SHARING PLAN AND TRUST

Name: C&O WAREHOUSING CORPORATION - C&O WAREHOUSING CORPORATION 401K PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: C&O WAREHOUSING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C&O WAREHOUSING CORPORATION 401K PROFIT SHARING PLAN AND TRUST, C&O WAREHOUSING CORPORATION

C&O WAREHOUSING CORPORATIONEIN 56-0896131Plan #001PY 2018

2405 FAY ST - DURHAM, NC 27704919-687-0511candowarehousing.comLinkedIn11-50 employeeswarehousing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$822K

-4.3% from 2017

Total participants

+18.2% from 2017

Average account balance

$82,165

-4.3% from 2017

Annual return

-6.33%

-25.07 pp from 2017

Benchmarks

See 1,045 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,045 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1581

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$185 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.247%

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

$82,165

$101,283-18.9%

$75,826+8.4%

$135,380-39.3%

Participation rate

72.7%

72.7%0pp

68.2%+4.5pp

82.6%-9.9pp

Annual return

-6.33%

3384.62%-3390.9pp

1914.15%-1920.5pp

519.81%-526.1pp

Employer contribution / active EE

$2,382-100.0%

$1,913-100.0%

$4,779-100.0%

Participant deferral / active EE

$1,616

$3,469-53.4%

$2,862-43.6%

$5,609-71.2%

Admin fee / account holder

$203

$6,539-96.9%

$4,726-95.7%

$10,828-98.1%

C&O WAREHOUSING CORPORATION 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C&O WAREHOUSING CORPORATION 401K PROFIT SHARING PLAN AND TRUST

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