Retirement plan

ADMA BIOLOGICS, INC. 401(K) PLAN

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

ADMA BIOLOGICS, INC.EIN 56-2590442Plan #001PY 2018

5800 PARK OF COMMERCE BLVD. NW - BOCA RATON, FL 33487561-989-5833

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$9.1M

No prior year

Total participants

316

No prior year

Average account balance

$36,531

No prior year

Annual return

46.23%

+168.97 pp from 2017

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.57M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

451

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.

53.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$317

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 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1 year Service code 15 · EIN 13-3689044	Recordkeeping	$42,994
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT & CO., INC. Service code 22 · EIN 22-2361254	Insurance Broker	$18,456

Plan features & details

Pension benefit codes2E2F2J2K2T3D3H

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).
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.
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

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$72K

$294 / participant

Other / not subdivided$72K100.0%

% of EOY assets

0.793%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,531

$58,093-37.1%

$80,022-54.3%

$56,287-35.1%

Participation rate

73.2%

73.6%-0.5pp

75.8%-2.7pp

69.9%+3.3pp

Annual return

46.23%

34.63%+11.6pp

11.22%+35.0pp

-9.96%+56.2pp

Employer contribution / active EE

$3,129

$1,933+61.9%

$2,468+26.8%

$2,111+48.2%

Participant deferral / active EE

$6,147

$3,136+96.0%

$3,686+66.8%

$3,350+83.5%

Admin fee / account holder

$290

$623-53.5%

$6,521-95.6%

$521-44.4%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Service code 15 · EIN 13-3689044

Recordkeeping

$42,994

CADARET GRANT & CO INC1 year

Filed as: CADARET, GRANT & CO., INC.

Service code 22 · EIN 22-2361254

Insurance Broker

$18,456

ADMA BIOLOGICS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADMA BIOLOGICS, 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