Retirement plan

NASHVILLE REFRIGERATION 401(K) P/S PLAN

Name: NASHVILLE REFRIGERATION, INC. - NASHVILLE REFRIGERATION 401(K) P/S PLAN (2017) Form 5500
Creator: NASHVILLE REFRIGERATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NASHVILLE REFRIGERATION 401(K) P/S PLAN, NASHVILLE REFRIGERATION, INC.

NASHVILLE REFRIGERATION, INC.EIN 62-1440785Plan #001PY 2017

3480 DICKERSON RD - NASHVILLE, TN 372072511615-868-4844nashvillerefrigeration.comLinkedIn11-50 employeesconsumer services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$752K

+40.6% from 2016

Total participants

+22.2% from 2016

Average account balance

$94,009

-29.7% from 2016

Annual return

32.23%

+24.48 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$954

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 codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$182 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.242%

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

$94,009

$144,130-34.8%

$117,860-20.2%

$147,585-36.3%

Participation rate

70.0%

83.4%-13.4pp

79.7%-9.7pp

82.8%-12.8pp

Annual return

32.23%

531.20%-499.0pp

335.10%-302.9pp

578.58%-546.4pp

Employer contribution / active EE

$1,461

$4,897-70.2%

$3,786-61.4%

$4,876-70.0%

Participant deferral / active EE

$3,002

$5,316-43.5%

$4,482-33.0%

$5,439-44.8%

Admin fee / account holder

$228

$10,887-97.9%

$8,021-97.2%

$10,886-97.9%

NASHVILLE REFRIGERATION 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NASHVILLE REFRIGERATION 401(K) P/S 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