Retirement plan

DE BEUKELAER CORPORATION 401(K) RETIREMENT PLAN

Name: DBC CORPORATION DBA DE BEUKELAER CORPORATION - DE BEUKELAER CORPORATION 401(K) RETIREMENT PLAN (2021) Form 5500
Creator: DBC CORPORATION DBA DE BEUKELAER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DE BEUKELAER CORPORATION 401(K) RETIREMENT PLAN, DBC CORPORATION DBA DE BEUKELAER CORPORATION

DBC CORPORATION DBA DE BEUKELAER CORPORATIONEIN 64-0608835Plan #002PY 2021

228 INDUSTRIAL DRIVE NORTH, P.O. BOX 1697 - MADISON, MS 39110601-856-7454

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$765K

+74.9% from 2020

Total participants

166

+5.1% from 2020

Average account balance

$6,073

+61.0% from 2020

Annual return

16.43%

-12.51 pp from 2020

Benchmarks

See 946 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort946 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

130

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$167

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

1 years with F_SCH_H allocation on file

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399	Recordkeeping	$7,323
SHERIDAN ROAD ADVISORS LLC3+ years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 15 · EIN 35-0672425	Recordkeeping	$4,754
MERRILL LYNCH PIERCE FENNER & SMITH3+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480	Advisory (Plan)	$2,000

Plan features & details

Pension benefit codes2A2E2F2G2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$14K

$102 / participant

Investment mgmt$14K100.0%

% of EOY assets

1.870%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FORVIS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,073

$59,584-89.8%

$86,874-93.0%

$79,386-92.4%

Participation rate

71.4%

67.7%+3.8pp

71.6%-0.2pp

70.7%+0.7pp

Annual return

16.43%

23.15%-6.7pp

63.52%-47.1pp

116.85%-100.4pp

Employer contribution / active EE

$571

$1,768-67.7%

$2,495-77.1%

$2,427-76.5%

Participant deferral / active EE

$1,499

$3,036-50.6%

$3,699-59.5%

$4,046-63.0%

Admin fee / account holder

$114

$604-81.2%

$5,828-98.1%

$626-81.9%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO

Service code 15 · EIN 36-6071399

Recordkeeping

$7,323

SHERIDAN ROAD ADVISORS LLC3+ years

Filed as: HUB INTERNATIONAL GULF SOUTH

Service code 15 · EIN 35-0672425

Recordkeeping

$4,754

MERRILL LYNCH PIERCE FENNER & SMITH3+ years

Filed as: MERRILL LYNCH LIFE AGENCY, INC.

Service code 27 · EIN 13-2808480

Advisory (Plan)

$2,000

DE BEUKELAER CORPORATION 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DE BEUKELAER CORPORATION 401(K) RETIREMENT 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