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 (2020) 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 2020

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)

$14M

+11.4% from 2019

Total participants

0.0% from 2019

Average account balance

$1,994,818

+11.4% from 2019

Annual return

12.08%

-9.47 pp from 2019

Benchmarks

See 1,133 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,133 peers

Snapshot2020

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 codes2E2F2G2J

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

$162K

$23093 / participant

Other / not subdivided$162K100.0%

% of EOY assets

1.158%

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

$1,994,818

$129,239+1443.5%

$93,419+2035.3%

$158,966+1154.9%

Participation rate

100.0%

70.9%+29.1pp

66.8%+33.2pp

82.0%+18.0pp

Annual return

12.08%

118.21%-106.1pp

78.05%-66.0pp

302.95%-290.9pp

Employer contribution / active EE

$10,292

$2,711+279.6%

$2,075+396.0%

$4,762+116.1%

Participant deferral / active EE

$1,241

$3,909-68.2%

$3,126-60.3%

$5,983-79.3%

Admin fee / account holder

$23,093

$7,383+212.8%

$5,230+341.6%

$11,250+105.3%

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