Retirement plan

ARKANSAS TRAILER MFG. CO., INC. RETIREMENT PLAN

Name: ARKANSAS TRAILER MFG. CO., INC. - ARKANSAS TRAILER MFG. CO., INC. RETIREMENT PLAN (2022) Form 5500
Creator: ARKANSAS TRAILER MFG. CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARKANSAS TRAILER MFG. CO., INC. RETIREMENT PLAN, ARKANSAS TRAILER MFG. CO., INC.

ARKANSAS TRAILER MFG. CO., INC.EIN 71-0210598Plan #001PY 2022

3200 S. ELM STREET - LITTLE ROCK, AR 72204501-666-4080arkansastrailer.comLinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$1M

-18.2% from 2021

Total participants

-2.1% from 2021

Average account balance

$43,354

-1.1% from 2021

Annual return

-21.72%

-30.55 pp from 2021

Benchmarks

See 9,364 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,364 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$940K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

51.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$700

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4867

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$113 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.467%

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

$43,354

$54,357-20.2%

$82,706-47.6%

$68,495-36.7%

Participation rate

46.5%

63.9%-17.4pp

72.6%-26.0pp

67.9%-21.4pp

Annual return

-21.72%

-13.67%-8.0pp

701.76%-723.5pp

-7.84%-13.9pp

Employer contribution / active EE

$2,218-100.0%

$3,007-100.0%

$2,596-100.0%

Participant deferral / active EE

$1,043

$3,246-67.9%

$4,394-76.3%

$4,028-74.1%

Admin fee / account holder

$203

$4,396-95.4%

$5,329-96.2%

$5,403-96.3%

ARKANSAS TRAILER MFG. CO., INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARKANSAS TRAILER MFG. CO., INC. 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