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 (2019) 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 2019

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)

$12.5M

+19.1% from 2018

Total participants

0.0% from 2018

Average account balance

$1,790,149

+19.1% from 2018

Annual return

21.55%

+26.56 pp from 2018

Benchmarks

See 1,117 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,117 peers

Snapshot2019

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

$364K

$51980 / participant

Other / not subdivided$364K100.0%

% of EOY assets

2.904%

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

$1,790,149

$118,919+1405.3%

$88,538+1921.9%

$152,885+1070.9%

Participation rate

100.0%

73.4%+26.6pp

68.7%+31.3pp

82.5%+17.5pp

Annual return

21.55%

47.92%-26.4pp

43.64%-22.1pp

345.39%-323.8pp

Employer contribution / active EE

$14,165

$2,669+430.8%

$2,098+575.1%

$4,763+197.4%

Participant deferral / active EE

$1,064

$3,549-70.0%

$2,914-63.5%

$5,851-81.8%

Admin fee / account holder

$51,980

$5,876+784.6%

$4,310+1106.0%

$11,598+348.2%

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