Retirement plan

TOTAL TRUCK PARTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: TOTAL TRUCK PARTS, INC. - TOTAL TRUCK PARTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: TOTAL TRUCK PARTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL TRUCK PARTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, TOTAL TRUCK PARTS, INC.

TOTAL TRUCK PARTS, INC.EIN 61-1356087Plan #003PY 2018

4525 POPLAR LEVEL ROAD - LOUISVILLE, KY 40213502-966-8899totaltruckparts.comLinkedIn51-200 employeestransportation/trucking/railroad

Other plans on this EIN

2 filings

#001Retirement-$2.6M assets #002Retirement-$717K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4M

No prior year

Total participants

No prior year

Average account balance

$112,260

No prior year

Annual return

4543.97%

No prior year

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.02M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$479K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

-42.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$391

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$47K

$1337 / participant

Other / not subdivided$47K100.0%

% 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

$112,260

$72,404+55.0%

$110,243+1.8%

$64,173+74.9%

Participation rate

97.1%

73.3%+23.8pp

79.8%+17.3pp

69.6%+27.6pp

Annual return

4543.97%

-6.29%+4550.3pp

314.76%+4229.2pp

7.63%+4536.3pp

Employer contribution / active EE

$8,116

$2,282+255.7%

$3,827+112.1%

$2,381+240.9%

Participant deferral / active EE

$3,469-100.0%

$4,672-100.0%

$3,470-100.0%

Admin fee / account holder

$1,300

$5,664-77.0%

$8,548-84.8%

$4,887-73.4%

TOTAL TRUCK PARTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOTAL TRUCK PARTS, INC. EMPLOYEE STOCK OWNERSHIP 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