Retirement plan

A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN

Name: A. DUDA & SONS, INC. - A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN (2018) Form 5500
Creator: A. DUDA & SONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN, A. DUDA & SONS, INC.

A. DUDA & SONS, INC.EIN 59-0700499Plan #003PY 2018

P.O. BOX 620257 - OVIEDO, FL 327620257407-365-2111duda.comLinkedIn501-1000 employeesreal estate

Other plans on this EIN

1 filing

#001Retirement-$28.6M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 1, 2018 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

1200 Duda Trail

Oviedo State: FL Zip Code: 32762

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Plans declared (1)

A. Duda & Sons, Inc. Supplemental Savings Plan55 emp

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Total assets (EOY)

$91.6M

-5.9% from 2017

Total participants

1,169

+1.7% from 2017

Average account balance

$80,590

-8.8% from 2017

Annual return

-4.70%

-23.31 pp from 2017

Benchmarks

See 241 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort241 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$128.70M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

1,388

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 PO BOX 643792 · CINCINNATI, OH 45264	Consulting	$35,000
THE LAMPO GROUP, INC.1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027	Advisory (Participants)	$12,000
SMITH, GAMBRELL & RUSSELL, LLP2 years Filed as: VESTAL & WILER Service code 10 201 EAST PINE STREET · ORLANDO, FL 32801	Accounting	$10,150
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES Service code 14 1350 TREAT BLVD · WALNUT CREEK, CA 94597	Plan Administrator	$9,800
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$2,112

Plan features & details

Pension benefit codes2A2E2F2G2J2K3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$75K

$84 / participant

Investment mgmt$47K62.4%
Other / not subdivided$28K37.6%

% of EOY assets

0.082%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: VESTAL & WILER CPA'S
Auditor EIN: 593198021
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,590

$107,440-25.0%

$105,738-23.8%

$55,725+44.6%

Participation rate

96.3%

55.5%+40.8pp

76.3%+20.0pp

70.9%+25.5pp

Annual return

-4.70%

-0.59%-4.1pp

6.27%-11.0pp

244.93%-249.6pp

Employer contribution / active EE

$3,392

$1,448+134.2%

$3,268+3.8%

$2,078+63.2%

Participant deferral / active EE

$3,777

$2,171+74.0%

$4,080-7.4%

$3,356+12.6%

Admin fee / account holder

$66

$283-76.6%

$6,913-99.0%

$115-42.4%

Provider

Service type

Compensation

CBIZ RETIREMENT PLAN SERVICES4+ years

Filed as: CBIZ FINANCIAL SOLUTIONS

Service code 16

PO BOX 643792 · CINCINNATI, OH 45264

Consulting

$35,000

THE LAMPO GROUP, INC.1 year

Service code 26

1749 MALLORY LANE · BRENTWOOD, TN 37027

Advisory (Participants)

$12,000

SMITH, GAMBRELL & RUSSELL, LLP2 years

Filed as: VESTAL & WILER

Service code 10

201 EAST PINE STREET · ORLANDO, FL 32801

Accounting

$10,150

NEWPORT GROUP, INC.1 year

Filed as: NEWPORT GROUP SECURITIES

Service code 14

1350 TREAT BLVD · WALNUT CREEK, CA 94597

Plan Administrator

$9,800

T ROWE PRICE RPS INC4+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$2,112

A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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