Retirement plan

FROSTEMP MECHANICAL, INC 401(K) PLAN

Name: FROSTEMP MECHANICAL, INC - FROSTEMP MECHANICAL, INC 401(K) PLAN (2018) Form 5500
Creator: FROSTEMP MECHANICAL, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FROSTEMP MECHANICAL, INC 401(K) PLAN, FROSTEMP MECHANICAL, INC

FROSTEMP MECHANICAL, INCEIN 56-1933523Plan #001PY 2018

P O BOX 909 - CLEMMONS, NC 27012336-778-1360LinkedIn11-50 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

-20.4% from 2017

Total participants

+7.1% from 2017

Average account balance

-100.0% from 2017

Annual return

-1.02%

-4.70 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$274K

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

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+2.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$493K

$32884 / participant

Other / not subdivided$493K100.0%

% of EOY assets

34.402%

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

$97,761-100.0%

$83,850-100.0%

$135,382-100.0%

Participation rate

0.0%

80.0%-80.0pp

76.1%-76.1pp

82.6%-82.6pp

Annual return

-1.02%

1287.44%-1288.5pp

850.92%-851.9pp

519.77%-520.8pp

Employer contribution / active EE

$2,018

$4,222-52.2%

$3,631-44.4%

$4,779-57.8%

Participant deferral / active EE

$7,535

$4,682+60.9%

$4,082+84.6%

$5,609+34.3%

Admin fee / account holder

$6,674-100.0%

$5,478-100.0%

$10,829-100.0%

FROSTEMP MECHANICAL, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FROSTEMP MECHANICAL, INC 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