Retirement plan

HEAT & FROST INSULATORS LOCAL 64 401(K) PLAN

Name: HEAT & FROST INSULATORS LOCAL 64 - HEAT & FROST INSULATORS LOCAL 64 401(K) PLAN (2015) Form 5500
Creator: HEAT & FROST INSULATORS LOCAL 64
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEAT & FROST INSULATORS LOCAL 64 401(K) PLAN, HEAT & FROST INSULATORS LOCAL 64

HEAT & FROST INSULATORS LOCAL 64EIN 73-0679063Plan #002PY 2015

4428 E.ADMIRAL PL. - TULSA, OK 741157443918-852-1243

Other plans on this EIN

1 filing

#001Retirement-$1.0M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$12,989

No prior year

Annual return

-0.65%

No prior year

Benchmarks

See 13,685 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,685 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

119.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$296K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8777

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 codes2E2F2J2G2T

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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$8K

$112 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.784%

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

$12,989

$56,197-76.9%

$67,652-80.8%

$59,633-78.2%

Participation rate

93.0%

71.5%+21.5pp

75.7%+17.3pp

68.7%+24.3pp

Annual return

-0.65%

18508.10%-18508.8pp

6625.40%-6626.1pp

2041.45%-2042.1pp

Employer contribution / active EE

$2,032

$1,615+25.9%

$2,266-10.3%

$2,203-7.7%

Participant deferral / active EE

$33

$2,844-98.9%

$3,560-99.1%

$3,192-99.0%

Admin fee / account holder

$102

$3,958-97.4%

$4,821-97.9%

$4,297-97.6%

HEAT & FROST INSULATORS LOCAL 64 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEAT & FROST INSULATORS LOCAL 64 401(K) 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