Retirement plan

LINAK U.S. INC. 401K RETIREMENT SAVINGS PLAN

Name: LINAK U.S. INC - LINAK U.S. INC. 401K RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: LINAK U.S. INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LINAK U.S. INC. 401K RETIREMENT SAVINGS PLAN, LINAK U.S. INC

LINAK U.S. INCEIN 61-1265293Plan #001PY 2015

2200 STANLEY GAULT PARKWAY - LOUISVILLE, KY 40223502-253-5595linak-us.comLinkedIn201-500 employeesmechanical or industrial engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.1M

No prior year

Total participants

228

No prior year

Average account balance

$37,314

No prior year

Annual return

-1.23%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.03M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

332

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

$1.95M

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

+17.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$256

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
RT JONES CAPITAL EQUITIES MGMT INC1+ years Service code 26 · EIN 20-1090152	Advisory (Participants)	$6,309
AMERICAN UNITED LIFE INSURANCE CO1+ years Service code 15 · EIN 35-0145825	Recordkeeping	$4,850

Plan features & details

Pension benefit codes2E2F2G2J2T3D3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$35 / participant

Contract admin$7K100.0%

% of EOY assets

0.090%

all-in expense ratio

Categories reported

1 / 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: DEAN DORTON ALLEN FORD PLLC
Auditor EIN: 027385825
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,314

$57,108-34.7%

$94,229-60.4%

$52,331-28.7%

Participation rate

95.3%

72.9%+22.4pp

78.8%+16.5pp

68.1%+27.2pp

Annual return

-1.23%

1.47%-2.7pp

10.68%-11.9pp

4.54%-5.8pp

Employer contribution / active EE

$1,732

$1,735-0.2%

$3,587-51.7%

$1,882-8.0%

Participant deferral / active EE

$2,838

$3,040-6.6%

$4,320-34.3%

$3,022-6.1%

Admin fee / account holder

$34

$546-93.8%

$6,269-99.5%

$592-94.3%

Provider

Service type

Compensation

RT JONES CAPITAL EQUITIES MGMT INC1+ years

Service code 26 · EIN 20-1090152

Advisory (Participants)

$6,309

AMERICAN UNITED LIFE INSURANCE CO1+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$4,850

LINAK U.S. INC. 401K RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LINAK U.S. INC. 401K RETIREMENT SAVINGS 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