Retirement plan

CAPITAL LIGHTING FIXTURE CO. 401(K) PLAN

Name: CAPITAL LIGHTING FIXTURE CO. - CAPITAL LIGHTING FIXTURE CO. 401(K) PLAN (2022) Form 5500
Creator: CAPITAL LIGHTING FIXTURE CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL LIGHTING FIXTURE CO. 401(K) PLAN, CAPITAL LIGHTING FIXTURE CO.

CAPITAL LIGHTING FIXTURE CO.EIN 58-1897288Plan #001PY 2022

5359 RAFE BANKS DRIVE - FLOWERY BRANCH, GA 30542770-965-7238capitallightingfixture.comLinkedIn51-200 employeesconsumer goods

Other plans on this EIN

1 filing

#002Retirement-$3.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

-24.3% from 2021

Total participants

+8.6% from 2021

Average account balance

$44,615

-31.5% from 2021

Annual return

-12.12%

-21.65 pp from 2021

Benchmarks

See 9,164 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,164 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.99M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$382K

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

+8.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1464

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

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

$823K

$15530 / participant

Other / not subdivided$823K100.0%

% of EOY assets

29.284%

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

$44,615

$81,870-45.5%

$119,622-62.7%

$68,486-34.9%

Participation rate

100.0%

71.9%+28.1pp

79.3%+20.7pp

67.9%+32.1pp

Annual return

-12.12%

-23.82%+11.7pp

-14.98%+2.9pp

-7.85%-4.3pp

Employer contribution / active EE

$2,449

$2,692-9.0%

$4,232-42.1%

$2,597-5.7%

Participant deferral / active EE

$3,935

$4,148-5.1%

$5,601-29.7%

$4,028-2.3%

Admin fee / account holder

$13,065

$6,583+98.5%

$10,328+26.5%

$5,404+141.8%

CAPITAL LIGHTING FIXTURE CO. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL LIGHTING FIXTURE CO. 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