Retirement plan

LESCO DESIGN AND MFG 401(K) RET PLAN

Name: LESCO DESIGN AND MANUFACTURING CO., - LESCO DESIGN AND MFG 401(K) RET PLAN (2017) Form 5500
Creator: LESCO DESIGN AND MANUFACTURING CO.,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LESCO DESIGN AND MFG 401(K) RET PLAN, LESCO DESIGN AND MANUFACTURING CO.,

LESCO DESIGN AND MANUFACTURING CO.,EIN 61-0600006Plan #002PY 2017

1120 FORT PICKENS RD - LA GRANGE, KY 40031502-222-7101lescodesign.comLinkedIn51-200 employeesindustrial automation

Other plans on this EIN

1 filing

#001Retirement-$6.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+24.9% from 2016

Total participants

104

+14.3% from 2016

Average account balance

$37,123

-34.2% from 2016

Annual return

16.49%

+8.59 pp from 2016

Benchmarks

See 14,320 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,320 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$13.19M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

107

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.

95.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$652

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

$7K

$75 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.202%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,123

$63,346-41.4%

$92,233-59.8%

$70,131-47.1%

Participation rate

88.2%

68.7%+19.5pp

76.5%+11.7pp

69.5%+18.6pp

Annual return

16.49%

530.12%-513.6pp

176.28%-159.8pp

73.14%-56.7pp

Employer contribution / active EE

$2,471-100.0%

$3,679-100.0%

$2,342-100.0%

Participant deferral / active EE

$2,576

$2,854-9.7%

$3,897-33.9%

$3,332-22.7%

Admin fee / account holder

$75

$3,840-98.0%

$5,194-98.6%

$4,645-98.4%

LESCO DESIGN AND MFG 401(K) RET PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LESCO DESIGN AND MFG 401(K) RET 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