Retirement plan

DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST

Name: DIXIE H.C., LLC - DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST (2018) Form 5500
Creator: DIXIE H.C., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST, DIXIE H.C., LLC

DIXIE H.C., LLCEIN 61-1334464Plan #001PY 2018

THE SUMMIT II, 4360 BROWNSBORO ROAD, SUITE 212 - LOUISVILLE, KY 40207502-451-2223

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.5M

-6.9% from 2017

Total participants

0.0% from 2017

Average account balance

$1,502,981

-6.9% from 2017

Annual return

-5.00%

-20.49 pp from 2017

Benchmarks

See 1,045 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,045 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.07M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+18.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52718

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 codes2E2G2J2F

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$382K

$54593 / participant

Other / not subdivided$382K100.0%

% of EOY assets

3.632%

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

$1,502,981

$101,283+1383.9%

$75,826+1882.2%

$135,379+1010.2%

Participation rate

100.0%

72.7%+27.3pp

68.2%+31.8pp

82.6%+17.4pp

Annual return

-5.00%

3384.62%-3389.6pp

1914.15%-1919.2pp

519.79%-524.8pp

Employer contribution / active EE

$23,068

$2,382+868.4%

$1,913+1105.6%

$4,779+382.7%

Participant deferral / active EE

$1,280

$3,469-63.1%

$2,862-55.3%

$5,609-77.2%

Admin fee / account holder

$54,593

$6,539+734.9%

$4,726+1055.2%

$10,828+404.2%

DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIXIE H.C., LLC PROFIT SHARING AND 401(K) PLAN & TRUST

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