Retirement plan

NAME BRANDS, INC EMPLOYEES PROFIT SHARING PLAN

Name: NAME BRANDS, INC - NAME BRANDS, INC EMPLOYEES PROFIT SHARING PLAN (2015) Form 5500
Creator: NAME BRANDS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NAME BRANDS, INC EMPLOYEES PROFIT SHARING PLAN, NAME BRANDS, INC

NAME BRANDS, INCEIN 73-0769994Plan #002PY 2015

7215 S. MEMORIAL DRIVE - TULSA, OK 74133918-307-0284namebrandsinc.comLinkedIn1-10 employeesretail

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$14.8M

No prior year

Total participants

251

No prior year

Average account balance

$59,284

No prior year

Annual return

-1.35%

No prior year

Benchmarks

See 2,153 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,153 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.01M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

227

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$397K

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

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
THE TRUST COMPANY OF OKLAHOMA1+ years Filed as: TRUST CO. OF OKLAHOMA Service code 13 · EIN 73-1353212	Contract Administrator	$12,153
WJPR CPAS1+ years Filed as: WJPR CPA Service code 10 · EIN 73-1553481	Accounting	$5,779
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930	Recordkeeping	$1,380

Plan features & details

Pension benefit codes2E2J2G2F2T3D

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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$23 / participant

Contract admin$1K32.4%
Other / not subdivided$3K67.6%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CCK STRATEGIES, PLLC
Auditor EIN: 731528194
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,284

$39,245+51.1%

$64,105-7.5%

$52,331+13.3%

Participation rate

99.5%

58.2%+41.2pp

68.2%+31.3pp

68.1%+31.4pp

Annual return

-1.35%

14.79%-16.1pp

791.24%-792.6pp

4.54%-5.9pp

Employer contribution / active EE

$1,091

$736+48.2%

$1,820-40.1%

$1,882-42.0%

Participant deferral / active EE

$600

$1,992-69.9%

$2,822-78.7%

$3,022-80.2%

Admin fee / account holder

$17

$592-97.1%

$4,499-99.6%

$592-97.1%

Provider

Service type

Compensation

THE TRUST COMPANY OF OKLAHOMA1+ years

Filed as: TRUST CO. OF OKLAHOMA

Service code 13 · EIN 73-1353212

Contract Administrator

$12,153

WJPR CPAS1+ years

Filed as: WJPR CPA

Service code 10 · EIN 73-1553481

Accounting

$5,779

THE VANGUARD GROUP, INC.1+ years

Filed as: THE VANGUARD GROUP, INC

Service code 15 · EIN 23-1945930

Recordkeeping

$1,380

NAME BRANDS, INC EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NAME BRANDS, INC EMPLOYEES 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