Retirement plan

TIPTON COMPANY 401(K) PLAN

Name: COMPONENT & MANUFACTURING CORPORATION DBA TO TIPTON COMPANY - TIPTON COMPANY 401(K) PLAN (2017) Form 5500
Creator: COMPONENT & MANUFACTURING CORPORATION DBA TO TIPTON COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIPTON COMPANY 401(K) PLAN, COMPONENT & MANUFACTURING CORPORATION DBA TO TIPTON COMPANY

COMPONENT & MANUFACTURING CORPORATION DBA TO TIPTON COMPANYEIN 74-1484424Plan #001PY 2017

3565 SOUTH LOOP 336 E. - CONROE, TX 77301713-225-1086componentmfg.comLinkedIn11-50 employeeswholesale

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$45K

No prior year

Total participants

No prior year

Average account balance

$5,614

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$640K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15221

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 codes2E2F2G2J3D

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.
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 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

$257

$26 / participant

Other / not subdivided$257100.0%

% of EOY assets

0.572%

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

$5,614

$144,130-96.1%

$117,861-95.2%

$147,586-96.2%

Participation rate

80.0%

83.4%-3.4pp

79.7%+0.3pp

82.8%-2.8pp

Annual return

0.00%

531.20%-531.2pp

335.11%-335.1pp

578.59%-578.6pp

Employer contribution / active EE

$1,644

$4,897-66.4%

$3,786-56.6%

$4,876-66.3%

Participant deferral / active EE

$2,568

$5,316-51.7%

$4,482-42.7%

$5,439-52.8%

Admin fee / account holder

$32

$10,887-99.7%

$8,021-99.6%

$10,886-99.7%

TIPTON COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIPTON COMPANY 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