Retirement plan

ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN

Name: ANTHONY TIMBERLANDS, INC. - ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN (2023) Form 5500
Creator: ANTHONY TIMBERLANDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN, ANTHONY TIMBERLANDS, INC.

ANTHONY TIMBERLANDS, INC.EIN 71-0451263Plan #002PY 2023

111 S. PLUM STREET, P.O. BOX 137 - BEARDEN, AR 71720870-687-3611anthonytimberlands.comLinkedIn11-50 employeeslegal services

Prospect flagsLow participationLow participant contributionCorrective distributions

How to read this page

Total assets (EOY)

$16.6M

+16.0% from 2022

Total participants

640

+0.2% from 2022

Average account balance

$42,290

+18.1% from 2022

Annual return

15.96%

+30.40 pp from 2022

Benchmarks

See 1,152 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,152 peers

Snapshot2023

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Analytics

Total assets (EOY)

Plan-year ending balance

$21.68M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

314

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.

48.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092	Contract Administrator	$32,123
STEPHENS INC3 years Filed as: STEPHENS GROUP ASSET Service code 27 100 RIVER BLUFF DR · LITTLE ROCK, AR 72202	Advisory (Plan)	$30,511
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$13,056

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T2X3D

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$68K

$128 / participant

Investment mgmt$58K85.3%
Contract admin$10K14.7%

% of EOY assets

0.408%

all-in expense ratio

Categories reported

2 / 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: FROST, PLLC
Auditor EIN: 710817652
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,290

$84,784-50.1%

$98,439-57.0%

$74,419-43.2%

Participation rate

53.6%

81.5%-28.0pp

75.2%-21.6pp

70.7%-17.2pp

Annual return

15.96%

20.59%-4.6pp

21.16%-5.2pp

34.38%-18.4pp

Employer contribution / active EE

$3,364-100.0%

$3,048-100.0%

$2,637-100.0%

Participant deferral / active EE

$1,857

$5,218-64.4%

$4,738-60.8%

$4,528-59.0%

Admin fee / account holder

$173

$204-15.6%

$8,948-98.1%

$348-50.4%

Provider

Service type

Compensation

NOVA 401(K) ASSOCIATES3 years

Service code 13

10777 NORTHWEST FREEWAY · HOUSTON, TX 77092

Contract Administrator

$32,123

STEPHENS INC3 years

Filed as: STEPHENS GROUP ASSET

Service code 27

100 RIVER BLUFF DR · LITTLE ROCK, AR 72202

Advisory (Plan)

$30,511

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$13,056

ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTHONY TIMBERLANDS, INC. 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