Retirement plan

ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Name: ALABAMA TRAFFIC SYSTEMS, INC. - ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: ALABAMA TRAFFIC SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN, ALABAMA TRAFFIC SYSTEMS, INC.

ALABAMA TRAFFIC SYSTEMS, INC.EIN 63-1163745Plan #001PY 2020

3 WEST PARK DRIVE - BIRMINGHAM, AL 35211205-943-0384LinkedIn1-10 employeesbuilding materials

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$697K

+27.5% from 2019

Total participants

0.0% from 2019

Average account balance

$174,304

+59.4% from 2019

Annual return

17.34%

-4.12 pp from 2019

Benchmarks

See 21,451 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,451 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$241K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2023

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$80

$20 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.011%

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

$174,304

$112,112+55.5%

$95,956+81.7%

$158,950+9.7%

Participation rate

75.0%

79.0%-4.0pp

77.1%-2.1pp

82.0%-7.0pp

Annual return

17.34%

171.15%-153.8pp

91.63%-74.3pp

302.91%-285.6pp

Employer contribution / active EE

$2,827

$3,199-11.6%

$2,541+11.2%

$4,762-40.6%

Participant deferral / active EE

$11,066

$4,784+131.3%

$4,167+165.6%

$5,983+85.0%

Admin fee / account holder

$20

$10,134-99.8%

$6,797-99.7%

$11,248-99.8%

ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALABAMA TRAFFIC SYSTEMS, INC. 401(K) PROFIT SHARING 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