Retirement plan

3D REMODELING INC. 401(K) PROFIT SHARING PLAN

Name: 3D REMODELING INC. - 3D REMODELING INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: 3D REMODELING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 3D REMODELING INC. 401(K) PROFIT SHARING PLAN, 3D REMODELING INC.

3D REMODELING INC.EIN 68-0464707Plan #001PY 2018

111 D LINDBERGH AVE. - LIVERMORE, CA 94551925-449-5477

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.2M

+18.2% from 2017

Total participants

+6.3% from 2017

Average account balance

$91,212

-9.1% from 2017

Annual return

6.38%

+2.75 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

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

+4.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66400

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$172 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.188%

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

$91,212

$97,732-6.7%

$83,831+8.8%

$135,380-32.6%

Participation rate

69.2%

80.0%-10.7pp

76.1%-6.9pp

82.6%-13.4pp

Annual return

6.38%

1287.56%-1281.2pp

850.99%-844.6pp

519.81%-513.4pp

Employer contribution / active EE

$1,747

$4,222-58.6%

$3,631-51.9%

$4,779-63.4%

Participant deferral / active EE

$7,386

$4,683+57.7%

$4,082+80.9%

$5,609+31.7%

Admin fee / account holder

$172

$6,675-97.4%

$5,479-96.9%

$10,828-98.4%

3D REMODELING INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

3D REMODELING 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